Meet Liz
Liz is a Wealth Advisor who joined Mercer Advisors in 2022 through the acquisition of Sanford Advisors. She was brought on to Sanford Advisors in 2018 as the first female advisor at the firm and a key succession plan for the partners. She previously worked at Ameriprise Financial Services. Liz earned a B.A. degree in sales and business marketing, with a minor in finance from Western Michigan University. She is a CERTIFIED FINANCIAL PLANNER® professional.
Liz’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Liz has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Liz focuses on educating the client and empowering them with knowledge to understand the root of her recommendations. She is dedicated to helping her client’s entire family evolve their money beliefs and achieve their goals. She develops relationships with both spouses to help ensure comfort during the life’s transitions.
Liz in real life
What keeps you busy outside of work?
I enjoy my kids’ community sports (coaching and watching), spending time with rescued animals, and doing home projects.
Why do you like working at Mercer Advisors?
There are so many tools and resources, great support internally and externally, and values and goals that align with my personal career.
What makes you tick?
I am passionate about educating and empowering clients in their financial decisions.
Liz’s snapshots
Forbes Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The Forbes Top Women Wealth Advisors Best-In-State 2025: The rankings developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Liz’s Teammates
Tami Leffingwell
Manager, Client Service
What Liz Says
Tami is passionate about serving the clients and building relationships with them. She will be there to celebrate the joy and navigate the tough times. She gives 110% of herself to Mercer Advisors, her team, and the clients she serves.
Scott Williams
Sr. Wealth Advisor, Director
What Liz Says
Scott is calm, cool, and collected regardless of what life brings. He is excited to serve his clients and walk through all seasons of life with them. His personal and professional background has given him invaluable insight into many areas of a client’s situation.
Ready to learn more?
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