Wealth Management Advisor
Liz comes to Central Trust Company from private practice, where she focused on estate planning, tax, and real estate law. Liz has more than 10 years of experience in investment management and estate planning for high net worth clients, particularly those with significant real estate holding.
While operating her private practice, Liz negotiated and closed more than $30 million in commercial real estate transactions; provided legal counsel on matters related to commercial real estate affairs; reviewed, analyzed, and interpreted trust instruments to determine duties and responsibilities of Trustees; advised Trustees on fiduciary duties and evaluated current investment and estate planning strategies, recommending the appropriate changes necessary to further client wealth management objectives with special attention to risk management issues including—discretionary actions, on-going tax planning, communication with beneficiaries and professional advisors.
Liz is an active member of the community serving as the co-founder for Underground Angels, executive board member of Be Amazing! Be You!, ambassador for the St. Louis Chapter of the Association for Corporate Growth, event committee for Care to Learn, member of the Missouri Bar Association, Missouri Amateur Golf Association, and the Pi Beta Phi Alumnae Club.
In her spare time, Liz enjoys competitive golf, reading and time with her family.