Liz joined the firm in 2007. She began her career as a staff accountant working on attestation engagements and tax returns for closely-held businesses and not-for-profit organizations.
Liz supervises the preparation of partnership, individual, gift and trust tax returns as well as audits of businesses and not-for-profit organizations. Small business owners, executives, hedge fund managers, retirees and trust beneficiaries are some of the clients for whom Liz strives to maximize tax savings while being mindful of the client’s needs and personal goals.
Liz works to integrate the family office services component with estate and property transfer solutions for high-net-worth individuals.
Liz is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.
Liz earned a Bachelor of Science in Accountancy degree and a Master of Accounting Science degree from the University of Illinois at Urbana-Champaign.
She is a licensed CPA in the state of Illinois.
Liz lives in Twin Lakes, Wisconsin. She enjoys reading, skiing, and spending time with her husband and three children.
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