Elizabeth “Liz” Austin is a detail-oriented para-planner, client support agent, and marketer with over 15 years of experience in the financial services industry. Since 2007, Liz has gained a diverse range of expertise, including in trading, operations, and financial planning. At Retirement Matters, Liz’s role primarily revolves around preparing comprehensive financial plans for clients, assisting with marketing efforts, and ensuring exceptional client service. Her passion for helping others, coupled with her industry experience, enables her to make a meaningful impact on the lives of her clients.
Education & Experience
Liz earned her Bachelor of Science in Public Relations from Northern Kentucky University, where she gained a strong foundation in effective communication, a skill she now applies in all aspects of her work at Retirement Matters. Over the years, Liz has built her career in the financial services industry, having worked in trading, operations, and financial planning across various firms in the Cincinnati area. Her current responsibilities include preparing detailed financial plans, overseeing marketing initiatives to promote the firm, and providing outstanding client service. Liz’s broad skill set allows her to approach every task with precision, ensuring that every client receives the care and attention they deserve.
Get to Know Liz
Outside of her professional life, Liz enjoys spending time with her husband, Sam, and their three children in West Chester. The family is active members of Center Pointe Christian Church and St. Michael’s in Sharonville. Liz has a passion for cooking and finds joy in tending to her garden, activities that offer a creative and relaxing outlet after a busy day. Liz is committed to maintaining a balance between her thriving career, her faith, and her family, making her a strong advocate for both personal and professional growth.