Liz Moeller
Meet Liz
As a financial advisor for 29 years, Liz’s passion lies in helping individuals and families achieve their goals for a comfortable retirement. She takes great pride in helping people through life changes: Retirement, losing a partner, gaining a partner, all the wonderful blessings of life, and help prepare for life’s challenges. Liz will help you implement your savings and income plans through investment strategies, retirement plans, life insurance, and long term care insurance.
Liz grew up in Iowa City, Iowa. Moved to Wichita with her two children, Mike and Theresa, in 1987. Besides spending time with her family, Liz enjoys bicycling, cooking, and attempts gardening. Her favorite charity is Passageways Living Center, an organization that helps displaced veterans find somewhere to call home.
Credentials Include: Investment Advisor Representative, Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Life and Long-Term Care Insurance License, and Annuity License. Studies included Business, Economics, and Marketing at the University of Iowa and Wichita State University.
Areas of Focus
- Individual and Family Wealth Planning
- Income in Retirement
- Risk Mitigation, Long Term Care Planning
- Life Insurance and Protection
- Estate and Tax Management