Retirement Plan Consultant
The relationships iMPACT has with their clients is what makes coming to work everyday fun for Liz. No two clients are alike and the culture is unique in every building they walk into. Her job is to figure out what the clients’ want and need to make their retirement plans successful. She strives to help employees understand their benefits in a way that makes them want to participate in making their retirement what they want it to be! Working with both executive committees and their employees gives her a unique perspective into both sides of the retirement equation.
Liz holds a B.A. in International Studies and Business from Portland State University and a M.A. in International Policy and Development from the Middlebury Institute of International Studies at Monterey. She has sought to bring financial inclusion and awareness to underserved communities in Central and South America. She passes the same fervor to her work with Impact Benefits & Retirement and their clients.
In her spare time, Liz loves enjoying the outdoors with her energetic dog, Lou-from-Peru. She is an avid reader and seeker of knowledge! When not enjoying the solitude of the outdoors and reading, she spends time with family, cooking, drinking wine, and enjoying the love that only family can bring!
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
Impact Benefits & Retirement © 2018. All Rights Reserved.
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.