Liz Paulus, CTFA, CFP®'s Linkedin Analytics

I have cultivated a career of specialized expertise in advising families and their professional advisors on trust and estate planning, investment and tax management, philanthropy and the successful transfer of wealth for future generations. I've counseled 1000s of clients to better understand and elevate their estate plan in support of their ultimate wishes. My vast network of fiduciary solutions and providers allow me an unbiased and objective method in supporting client goals. I've achieved reputational success through business development and management practices with an emphasis on fiduciary laws and compliance, operational processes, data-driven decision making, ethical standards, and continuous professional development. Some of my strengths are recruitment and mentoring fiduciary team members, and creating a culture of excellence and inclusivity. CAREER HIGHLIGHTS * Delivered outstanding new business results of over $1.8 Billion in AUM sales and $8M in revenue 2016-2023. *Achieved 3x growth of meeting client requests during pandemic for trust and estate consultations. *Managed specialized teams on 30-40 new estate settlements annually to drive beneficiary satisfaction and increase asset retention. *Directed 1000s of wealth management and trust accounts and oversaw team members' performance.