Navigating legal and financial issues with precision and care.
As Vice President Wealth and Estate Administrator, Liz ensures the company fulfills its obligations as a corporate fiduciary during post-death trust administration and estate resolution. Her responsibilities include interpreting governing documents, managing estate assets and ensuring compliance with legal and tax requirements. With her legal background and interpersonal experience, she effectively handles both simple and complex estates, meeting clients' needs fully.
Experience
- Extensive legal experience since 1998
- Joined Johnson Financial Group in 2025
- Graduated from University of Virginia School of Law with her Juris Doctor degree and University of Wisconsin — Madison with a Bachelor of Arts double majoring in Behavioral Science and Law and Political Science and a Certificate in Criminal Justice
- Judicial Official of the Year in 2024 by WCSEA
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Estate Settlement
- Estate Planning
- Corporate Trustee Services
- Wealth Strategy
Community Involvement
- Racine Bar Association
- Board member volunteer
- Wills for Heroes