Liz joined Avidian Wealth Solutions in September 2019. As a Wealth Management Associate Liz is responsible for handling all new accounts, account funding, and account maintenance for the clients of our CEO Luke Patterson and Sr. Wealth Advisor, David Lee.
A graduate of University of Texas in Austin, Liz began her career at Andersen Consulting working on large-scale oil and gas SAP implementation projects in the business process design group. Following that, she moved to the Northeast to pursue a Masters of Business Administration at the Tuck School at Dartmouth.
As her interests developed, Liz transitioned into the non-profit sector and spent roughly sixteen years serving in various ministries of the local church in Houston and in a Christian school. She also completed a Masters of Divinity Program at Southern Seminary.
Liz loves working with people and is excited about the collaborative environment at Avidian. She enjoys administration and getting into the details. She looks forward to being part of the Avidian team with a focus on client service.
Outside of work, Liz enjoys traveling, reading, and spending time with family and friends. She is actively involved in her local church community.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!