Liz Yunker

Wealth Advisor


Elizabeth has been a member of the Financial Planning industry since 2012. Elizabeth obtained her bachelor’s degree from WMU. Through the Sanford Center at WMU, she has also had the opportunity to encourage financial literacy for college students and the greater Kalamazoo community. In 2020, WMU honored Liz with the 30 under 30 award—in recognition of her early accomplishments in the field. Her analytical mindset and holistic approach to developing a successful financial plan enables her to create a unique plan for every client. She works passionately to ensure her clients gain an understanding of their assets to empower them in future decisions.

At home, Liz and her husband Chad stay busy with 3 young boys: Mason, Marshall, and Maddox. Her family loves to be active and spend time by Lake Michigan.


590 West Centre Avenue

Portage, Michigan 49024

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