
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
As an Advisor on the Sadler Harmon Chalmers 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.
Dive into the latest insights from our expert team with our personal touch.
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...