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Elizabeth Lynch

Senior Advisor

CFP®, ABFP™

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.

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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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