Liz Allam, WMS™

Committed to helping others succeed—professionally, personally, and financially.

Raised in Chicago by a resilient single mother, Liz learned early the value of hard work and grit. She worked in residential leasing throughout school and graduated cum laude from Northeastern Illinois University with a B.S. in Business Management, earning the prestigious Academic Excellence Award from the College of Business and Management.

Before entering financial services, Liz built a successful career in healthcare and medical device sales, with a focus on optometry. Known for her consultative approach and deep investment in long-term client success, she helped doctors and practice owners adopt new technologies, improve operational efficiency, and increase profitability.

Liz partners with healthcare professionals, women, and high-achieving individuals who are balancing demanding lives and complex goals. Liz brings a unique combination of energy, empathy, and strategic focus to every client relationship, guiding them through meaningful conversations designed to drive clarity and momentum.

Before entering financial services, Liz built a successful career in healthcare and medical device sales, with a focus on optometry. 

Her efforts garnered industry recognition and multiple President’s Club honors throughout her career before transitioning into sales training. As a sales trainer, Liz discovered a passion for mentorship—empowering others to build confidence, develop their skills, and unlock their full potential.

That passion led her to financial services. 

Graduated cum laude from Northeastern Illinois University with a B.S. in Business Management, earning the prestigious Academic Excellence Award from the College of Business and Management.

Liz currently maintains a Series 65 registration and has earned the Wealth Management Specialist™ designation.

Having spent more than a decade in the healthcare industry for a Fortune 500 company, Liz has specialized experience serving healthcare professionals, doctors, and practice owners because she understands the challenges they face. From revenue optimization for your independent practice to understanding and maximizing your employee benefits to creating the best retirement plan, Liz can help you create a comprehensive plan based on your needs.

Finding Balance

Outside of her work with clients, Liz is a real estate investor and Airbnb host. She and her husband, Yosef, love being outdoors, exploring new places, and giving back to their community through volunteering.