Operations Team Leader
As Operations Team Leader, Liza is a critical component of Texas Legacy Wealth Management providing unparalleled 360 customer service for clients and advisors. Her responsibilities include overseeing account maintenance, transactions, transfers, client services and new advisor onboarding. In addition to day-to-day duties, she specializes in making life easier for our clients.
Liza holds a Bachelor’s in Business Administration with an emphasis in Finance, and interned at TLWM in 2005 prior to advancing her career as an Accountant for UTSA’s Housing department. She rejoined the Texas Legacy Wealth Management team in 2010 and is a valuable asset to the company.
Liza is bilingual and enjoys spending her time volunteering at the food bank, reading and chasing after her four wonderful boys.