As an Advisor on the Sadler Harmon Chalmers Borglum Team, Liz Lynch strives to build trusting relationships with clients and provide ‘Raving Fan’ service at all times. A problem solver by nature, Liz finds that discovering solutions to client’s financial complexities not only provides them with relief and a sense of security, but also is the ultimate reward in her career.

Liz earned a Bachelor of Science in Business Administration with an emphasis in Economics from the University of Missouri – Columbia. Prior to joining Moneta, she served as a Senior Accountant at Cassidy Turley, for three years, where she gained great perspective into the world of finance. Looking for a more fulfilling opportunity in which she could help clients achieve their financial goals, Liz joined Moneta Group as a Client Service Manager in 2014.

After further enhancing her technical skills by obtaining the CERTIFIED FINANCIAL PLANNER® designation in 2017, Liz’s role on the team evolved to Advisor. Today, she continues to expand her knowledge-base and skill set to better serve her clients.

Outside of Moneta, Liz enjoys volunteering, traveling, and spending time with her family and friends.

• B.S., Business Administration, emphasis in Economics, University of Missouri – Columbia
• CERTIFIED FINANCIAL PLANNER®
• Accredited Behavioral Finance Professionnal™