Liz has been with Wingate since its inception in 1986, and she is one of the integral people who have helped us grow into the firm we are today. Liz has held many positions with our firm throughout the years, and in 2008 she transitioned from being our CFO to becoming one of our financial planners. As a Certified Financial Planner® Liz excels at working with our clients to help them find the best path to reaching their financial goals.
Prior to joining Wingate, Liz held management positions at Digital Equipment Corporation and taught accounting at both Champlain College and Dean College. She received her undergraduate degree in accounting from the University of Vermont and her MBA from Babson College. Most recently she received a Certificate of Advanced Study in Financial Planning from Merrimack College.
Liz and her husband enjoy taking long walks with their dog and visiting their grown children. She is also an avid tennis player and spends a great deal of her time volunteering. Liz is currently mentoring low income women through Budget Buddies, an organization that helps low income women overcome financial challenges.