Liza is a vital member of TLWM Financial, spearheading the oversight of various departments including Operations, Human Resources, Technology, and Office Management. She leads all new employee training, ensuring exceptional client service, and provides support for Compliance. Beyond her daily responsibilities, Liza is dedicated to streamlining processes for both employees and clients. She holds a Bachelor’s in Business Administration with an emphasis in Finance.
Liza interned with TLWM Financial in 2005 before serving as an Accountant for UTSA’s Housing department. She rejoined TLWM Financial in 2010 and has been an invaluable asset ever since.
Bilingual, Liza enjoys volunteering with Soldiers Angels at the VA Polytrauma Transitional Center, kayaking, and spending time with her four sons.
