莉兹是谁？?

Liz Wertz is a Vice President, LPL Financial Advisor at 元素 财富管理. She collaborates with our branches to offer financial advising to our members and serves on the DEIB Council at 元素. Her top five strengths are harmony, analytical, empathy, discipline, and consistency.

莉兹是做什么的?

Her day-to-day offers a lot of variety. Liz’s main responsibilities are researching investments, staying up to date with market shifts, 制定财务计划, 领先的研讨会, and holding client account reviews.

Liz是什么时候加入元素的?

Before 元素, Liz worked at a different financial institution. She then transitioned into a variety of non-profit roles at organizations like Bike Indy, 种植地点, and Keep 印第安纳波利斯 Beautiful. In 2020, a coworker from her former banking job reached out to Liz about applying to 元素. After learning about 元素 and how our credit union operates like a non-profit, 她决定放弃, and she’s been a part of our team ever since!

Why does Liz enjoy working at 元素?

Liz enjoys the flexibility 元素 provides and being able to help her clients achieve financial success. Specifically, she enjoys her role because she is both a numbers person and a people person. She adds, “I like to treat every single person as I would a close friend. I think I come off as very relatable and approachable, which helps me focus on a niche of 财富管理 clients who might not have felt they were “rich/old/accomplished” enough to work with an advisor.” 

With the help of her colleague, 诺亚, Liz has a role that exercises her strengths and passion for helping others.

我们在哪里可以找到莉兹?

You can spot Liz dining at her favorite Thai restaurant, 探索州立公园, watching movies at KanKan Cinema, or wandering around downtown 印第安纳波利斯. When she's not out and about, she enjoys spending time with her family or relaxing with her closest friends, sipping wine and watching reality TV.

What are some "fun facts" about Liz?

• Liz has quite a green thumb. Her favorite time of the year is late winter/early spring when she gets her seed catalogs in the mail.
• Did you know that Liz was adopted from South Korea at only four months old? She’s been an 印第安纳波利斯 native ever since!
• She’s known her 财富管理 business partner, 诺亚 Dennis, for over 14 years!
• Liz is obsessed with every single show on the Bravo Network.
• Once upon a time, Liz showed her love for cooking with recipe video content for a local moms’ blog.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member 美国金融业监管局/SIPC). 保险 products are offered through LPL or its licensed affiliates. 好的赌博软件推荐 Federal Credit Union and 元素 财富管理 are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name 元素 财富管理 and may also be employees of 好的赌博软件推荐 Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of 好的赌博软件推荐 Federal Credit Union or 元素 财富管理. Securities and insurance offered through LPL or its affiliates are: