Relationship Manager
Liz joined Compass in 2019 as a member of the Client Relations and Operations team. In 2023, she was promoted to Relationship Manager where she spends a majority of her time meeting with clients, listening to their needs, and looking for opportunities to help them. To assist in addressing the many issues and opportunities that can arise during different stages of life, Liz’s team collaborates with clients and their CPAs, attorneys, and other specialists to provide unique and strategic solutions. These solutions include cash flow planning, retirement planning, tax optimization, estate planning, business transitions, insurance analysis, inheritance strategies, charitable giving, legacy planning, and more.
Prior to joining Compass, Liz worked at Värde Partners as an Associate Director of Business Development/Investor Relations where she was responsible for several key client service initiatives from 2013 to 2019. Prior to that, she was a Pension Technician at Midwest Pension & Profit Sharing Services, Inc. from 2009 to 2013. Liz received a B.A. in Communication Studies from St. Cloud State University.
Liz is married and is the proud mother of a daughter. She enjoys spending time outdoors camping, hiking and fly fishing. She also enjoys learning about new cultures and meeting new people through travel.