Founder & President, Board of Directors
As a dedicated and knowledgeable financial advisor, Liz Yunker brings 12+ years of experience helping individuals, families, and businesses navigate the complexities of financial planning. With a passion for empowering clients to achieve their financial goals, Liz offers personalized investment strategy, retirement planning, tax management, estate planning, and risk management guidance. With a strong commitment to understanding each client's unique needs, Liz develops customized financial plans that align with their life goals and aspirations. By leveraging a comprehensive range of financial tools and strategies, Liz helps clients build, protect, and manage their wealth to secure a prosperous future.
Holding the CFP®, Liz Yunker has the knowledge and expertise to deliver sound financial advice with integrity and transparency. Whether working with clients in the accumulation stage or retirement, Liz proactively offers a clear and actionable roadmap for long-term economic success.
Outside of financial advising, Liz enjoys spending time with her husband and three boys, supporting local athletics, and community efforts. This well-rounded perspective enables Liz Yunker to foster meaningful client relationships and offer advice grounded in professional expertise and genuine care.
Beyond the world of finance, Liz is a passionate advocate for her community, including education. Liz enjoys spending time with her husband and three boys, supporting local athletics and community efforts. This well-rounded perspective enables Liz Yunker to foster meaningful client relationships and offer advice grounded in professional expertise and genuine care. With a deep commitment to inclusivity and empowerment, Liz works alongside educators, parents, and community leaders to ensure that children receive the resources and support they need to thrive.
Combining financial expertise with a heart for service, Liz strives to make a lasting impact in the financial industry and the community. Whether guiding clients toward financial security or championing educational advancements for neurodiverse students, she remains dedicated to making a difference.