OUR TEAM

CLIENT VISION

When it comes to client service, Liz looks forward to helping Tarrant Financial take good care of you, your financial planning, and your investments. Liz excels at finding solutions and project management, bringing resourcefulness, a passion for helping people, and attention to detail to our team. Her extensive experience includes 30 years assisting executives, administrators and clients with graciousness and a sense of humor. For the past 15 years, she has been proudly associated with the Integrated Financial Group consortium.

 She aims to provide an excellent service experience while getting to know you personally and making things as seamless and convenient as possible.

 AREAS OF EXPERTISE

• Money movements, new accounts, transfers, and account service
• Administrative & operational support
• Project management
• LPL Clientworks, AccountView and compliance systems
• Client Relationship Management software, processes and workflows

OUTSIDE THE OFFICE

Liz’s joy comes from time spent with her husband, her pets, her three grown daughters (and their husbands) and her two grandsons. A four-time marathoner, you can also find Liz gardening, volunteering, traveling, enjoying a concert, or entertaining family & loved ones.