Liza joined Ellenbecker Investment Group in February of 2021 as a Wealth Advisor Associate to Julie Ellenbecker-Lipsky and helps guide her clients through all aspects of financial planning to provide EIG’s standard of exceptional service. Liza has several years of experience in the financial services industry.
Liza graduated from the University of Wisconsin-Oshkosh in 2013 with a Bachelor’s degree in accounting. Prior to joining EIG, Liza worked for CLA and Northwestern Mutual. Her experience at these companies includes tax, audit (external and internal) and accounting consulting. She has been a Certified Public Accountant (CPA) professional since 2015.
Prior to embarking on her professional journey, Liza served in the United States Marine Corps where she was awarded the Navy and Marine Corps Achievement Medal. Liza’s desire is to help others reach their financial goals and dreams so they may live a fulfilling life doing the things that bring them joy.
Liza has lived through a lot of adversity and yet keeps beating the odds which adds to her drive and passion to do the same for others. She describes herself as very sensitive yet passionate and an extremely strong person whose biggest hope is that her journey inspires and motivates others to chase after their own dreams and passions.
When she’s not busy at EIG, Liza can be found spending time with her husband, Daniel, and two children, Julian and Mariana. She can also be found dancing, traveling, reading books, watching movies and planning her next visit to a warm beach.