Liz partners with both clients and advisors to make sure every interaction with McLean is clear, efficient, and aligned with your goals – helping the firm grow while preserving the personalized experiences our clients value. Prior to joining McLean, she spent 10+ years at wealth management and investment advisory firms, building deep expertise in complex investment strategies, investment analysis and research, process improvement, advisor development, account servicing, and client education. Liz obtained her undergraduate degree in Economics from the University of Virginia, where she was an All-American for the Women’s Lacrosse Team, and her Master's in Finance from Loyola University Maryland Sellinger School of Business.

Education

• Master of Science in Finance (MSF), Loyola University Maryland
• Bachelor of Arts in Economics, University of Virginia

Greatest Professional Satisfaction

My greatest professional satisfaction comes from knowing I’ve made a meaningful difference in the lives of both clients and colleagues. While I value sound strategy and thoughtful planning, what matters most to me are the relationships I build and the trust I earn.

Greatest Personal Satisfaction

My greatest personal satisfaction comes from time spent with my husband and our large families, especially as a proud aunt to seven nieces and nephews. I love returning to my hometown in Maine, while also embracing opportunities to travel and explore new places. Staying active and prioritizing personal health are important to me, and I enjoy weightlifting, Pilates, and meditation to support balance and well-being.