Liz Bernhard appointed President of Albion Financial Group
“Liz is a strong voice for fee-based trust estate advice in the community and is a strong advocate and advocate for Albion’s collaborative and caring culture that always puts our clients first,” said CEO of Albion. ‘Albion. John bird. “It was important to the Board of Directors that the President of Albion be someone with direct experience working with our clients as well as the many allied professionals in our community with whom we collaborate. Our president needs to know what our clients are going through. , as such, Liz will continue in her role as Senior Heritage Advisor, supported by both Patrick lundergan and Nathalie Saint-Denis. “
During her tenure at Albion, Liz obtained her MBA from Westminster College in 2012, his CFP® title in 2014 and more recently its Certified Financial Analyst in Divorce® designation in 2020. Since joining Albion, Liz has worked diligently to understand the nuances of every problem her clients face in order to provide the best possible solution. She will apply this same diligence to understand the challenges and opportunities we face as a firm.
Liz is the latest addition to a strong management team that has worked together for over a decade. The team includes Mason Woolf, COO, Jason ware, CIO, Peggy Knodel, Director of Associate Wealth Advising, Carrie Kerr, Director of Operations, Zenfira holm, HR Manager and Doug Wells, Partner. Co-founder of Albion John bird will continue to serve as the CEO of the company.
Albion Financial Group has a strong team of twenty-six motivated and caring individuals who work every day on behalf of our clients to help them achieve their financial goals. The steps we take today as we work to ensure management continuity, an appropriate transition of control and transfer of ownership to team members who are at the forefront of delivering the services clients depend on will enable it is up to this group to work well together in the future.
About the Albion Financial Group
Albion Financial Group was founded in 1982 in Alta, Utah by Toby Levitt and John Bird. The company was an early pioneer in fiduciary investing and fee-based financial advisory – providing world-class financial planning and investment management services while striving to eliminate conflicts of interest. prevalent in the industry. The team of 26 professionals provide services to individuals, families and private businesses with a geographic reach stretching from the Wasatch front of Utah to states and communities across the country.
SOURCE Albion Financial Group