Elizabeth Ann Keenan
Elizabeth plays a key role as one of our primary consultants and case design specialists. Liz has a broad understanding of wealth planning strategies for the high net worth market and extensive experience in the private placement life insurance market. She also manages certain administrative and business operations. As a former Vice President and Division Manager of Banker’s Trust Company, Liz has over 20 years of experience working in financial services. Liz has completed professional courses presented by Harvard’s Executive Program, received her Masters from Seton Hall University and holds an undergraduate degree in mathematics.