Liz began her career in the Financial Services industry with New York Life in 2014 and achieved President’s conference in her first year. Liz joined MassMutual Metro New York in 2017 to head our Special Care Department. Aside from her financial services practice, she has a specialty practice area which is dedicated exclusively to individuals who have family members with special needs. In this area Liz specializes in protecting social security income, creating special needs trusts and helping families utilize The Able Act which offers tax-advantaged savings accounts for individuals with disabilities.
Liz earned her Bachelor’s of Science in Business Administration from Northeastern University and her Masters of Business Administration from Boston University.
Liz is very involved in the special needs community and is often a guest speaker at regional and national conferences.
When Liz is not in the office, she enjoys time with family. Liz resides in Montclair, NJ with her husband, Adam and children Noah and Jake.
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Special Needs (ChSNC Required)
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