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Liz joined FP Transitions because of their unparalleled expertise in M&A and alignment with her personal and professional values. As part of the EMS team, she consults clients on equity management and succession planning, helping advisors find real solutions for their business's most critical questions.

Liz boasts an impressive 18+ years of experience, holding Series 7 and 63 licenses. She was part of a Business Development team in 2017 that completed the highest recruiting year in company history and one of the top numbers in the industry. In 2022, her Partner Acquisition program was nominated for a 'Wealthies' award for Succession Planning, successfully building out 13 succession plans and closing four merger transactions in its first year.

 

Originally from Omaha, NE, Liz's career began at TD Ameritrade, where she 'grew up' in the industry, learning the ropes from client services to active trading support. She then moved to Securities America, working directly with financial advisors and branch owners to grow through recruiting. At Carson Group, Liz developed M&A strategies and enterprise structures, forming the groundbreaking Partner Acquisitions program. Her advisor relations role at JFC/LPL involved being the subject matter expert for facilitating continuity planning and M&A transactions.

 

Liz obtained her education at Nebraska Christian College, studying Psychology and playing college basketball. She continued her studies in Business Management at the University of Nebraska in Omaha and is currently enrolled at Bellevue University, pursuing further education in Business Management.

 

Liz is a dedicated family woman and sports enthusiast who loves spending time with her husband, John, and their two children, Victoria and Charles. She considers her role as a mom her greatest accomplishment. Their lives revolve around sports, whether they are watching, coaching, playing, refereeing, or volunteering. Liz is an ardent supporter of the Miami Dolphins and New York Rangers. Beyond sports, the family enjoys listening to their extensive vinyl music collection, often dancing and playing along. Their unique family pastime includes attending Comic Cons in full cosplay as favorite comic book characters. Liz is also active in her children's school, where they volunteer regularly.