Liz Pollock - Bio

MBA from the Thunderbird School of Global Management, ranked number one as the top international business school 15 years in a row by U.S. News & World Report.


Bachelor of Business Administration from the University of Wisconsin-Milwaukee. Graduated Magna Cum Laude.  


 


Co-active Life Coach, Coaches Training Institute.


 


NAIFA Leadership in Life Institute graduate.


 


Completed one-third of Masters in Christian Studies from Trinity Evangelical Divinity School.


 


AFS Foreign Exchange Student to Brazil. Lived and studied in Quebec, Paris, Dusseldorf, and Lisbon.  Fluent in Spanish, French and Portuguese. Conversational in German.


 


Volunteer work includes Awana, teaching Sunday School, being a greeter at church, serving as the Financial Planning Association of Southern Wisconsin’s Pro-Bono co-chair, organizing the French Meetup Group, co-organizing the German Meetup group, sitting on Bryant & Stratton College’s Financial Services board, teaching Medicare, Managing your Money, and Life Coaching courses at Clement Manor’s Center for Enrichment & Lifetime Learning, presenting bilingual financial literacy classes in the Milwaukee public schools with the Make a Difference program, and motivational speaking and business student mentoring at Carroll University.


 


I am an intermediate pianist who aspires to play advanced jazz and improve. Additionally, I am a student pilot who would like to upgrade to a private pilot license in the future.


 


In addition to being the owner of Affordable Health and More LLC, I am a CERTIFIED FINANCIAL PLANNERTM Practitioner, CFP®, a Chartered Life Underwriter (CLU), Certified in Long-Term Care, CLTC, a co-active life coach and a health insurance and long-term care expert.


 


We feel truly blessed to be able to integrate financial planning along with your unique skills, gifts, and passions to help you live your dreams.