In her role as a Financial Planning Associate, Eliza works collaboratively with the team to construct financial strategies and guide client engagements toward long-term goals. She focuses on analyzing financial scenarios, preparing in-depth reviews, and maintaining smooth operational workflows to deliver an exceptional, trust-driven client experience at PYA Waltman.
Eliza earned her Bachelor of Science in Finance from Liberty University and is currently working toward her CERTIFIED FINANCIAL PLANNER® designation.
Outside the office, Eliza enjoys traveling to new places, trying out local coffee shops, and spending quality time with her fiancé, friends, and family.
Favorite Bible verse: "But seek first his kingdom and his righteousness, and all these things will be given to you as well." - Matthew 6:33
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PYA Waltman Capital is a registered investment advisor and may only transact business in those state in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content on this website is developed from sources believed to be providing accurate information. The information in this material does not constitute legal, accounting, tax or other professional advice or services. The opinions expressed and material provided are for general information and should not be considered as solicitation for the purchase or sale of any security.