Liz Wilson, CRPC®

Financial Advisor

I grew up in Dallas, raised my children in Irving and now reside in Waxahachie with my husband, Mark.  Texas has always been my home.  I entered the financial industry in 1997 working at The Associates which eventually became part of Citigroup.  In 2003 it was time for a change.  I started my licensing process and went to work helping others with their financial goals. 

As an independent agent, I put together a process that allows my clients to visualize their financial independence and reach the goals they set for themselves. I began working with educators and learning all I could about the 403(b) world and the Teacher Retirement System (TRS).  The process I created also allows me to work well with high net worth individuals and business owners. 

In the summer of 2017, my son-in-law died just a few days before his 32nd birthday.  This left my daughter and two children, ages 4 & 6, to navigate a new and unexpected path.  For me, this illustrated just how important it is to have a plan in place.  Theory became fact.  As soon as they were married, I suggested that they put financial protections in place.  Fortunately, they took my advice.  We adjusted those plans when the children arrived, and other life changes occurred.  Even with a plan in place, the maze of financial decisions can be overwhelming when faced with this type of situation.  Since then, I have helped many other widows through the same process.  Some of them who had protections in place and some who did not.  As my daughter so aptly states, “This is a club nobody wants to join.”

One of the many concerns I have for my clients is that they have the protection they need for life's emergencies and that their beneficiary information is up to date.  My father's life insurance benefit was paid to his 2nd ex-wife's 3rd ex-husband.  You can't make this stuff up.

I enjoy volunteering in the Dallas, Lancaster, Grand Prairie and Waxahachie school districts and have received several commendations for my volunteer efforts.  I love working with the kids.  I am an active member of P.E.O., a philanthropic educational organization that encourages the education of women through scholarships and grants, currently serving as president of Chapter JF in Waxahachie.  I am a member of NAIFA, National Association of Insurance & Financial Advisors and have been recognized in the Circle of Excellence by WIFS, Women in Insurance & Financial Services.  I am securities licensed in Texas, Tennessee, and California, holding my Series 6, 7, 63 and 65 licenses.   

When I am not working, I love traveling and spending time with my family.