Liz Robertson
2140 Fourth Street
San Rafael, CA 94901

Liz joined the team in November 2013 after 30+ years as an operations manager for various companies in the financial services industry. She is enjoying the short commute from home and part-time hours. Liz organizes appreciation events for the partners’ high profile clients and educational seminars for their extended client base. She manages the company website and accounting, and distributes the monthly marketing collateral for 600 clients.