Our Team

All Trailhead Associates

Liz Griffin CSRIC®

Vice President
Senior Financial Advisor

Focus

Liz’s focus is to ensure all Trailhead Wealth Management, LLC clients receive exceptional service. She brings extensive experience and knowledge with her and excels in planning and portfolio analysis. Liz has a particular passion for Impact Investing and hopes to add deeper fulfillment to Trailhead clients pursuing their ideal quality of life.

Background and experience

Liz grew up in Michigan and attended Northern Michigan University in Marquette, MI where she completed her Bachelor of Arts degree. She began her financial services career with Smith Barney in 2003. She grew her role and experience within Smith Barney and transferred to Orlando, FL. Liz eventually took on a larger role with Wells Fargo Advisors and was a key member of a large team in Pittsburgh, PA.

Liz maintains her Series 7 and Series 66 securities registrations, and holds her Life, Health, & Variable Annuity Insurance licenses.

Liz also holds her Chartered SRI Counselor℠ (CSRIC®) designation.

Away from the office

Liz, her husband, Josh, and son, Carson, relocated to Colorado in 2017. Liz loves running and has conquered many distance races over the years. She and her family are enjoying all that our state has to offer. Liz serves on the Board of Directors for Imagine! Foundation.

Trailhead Wealth Management, LLC
801 Main Street, Suite 300
Louisville, CO 80027
P : (720) 625-3300
F : (720) 625-3349

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Insurance-related services may not be provided to individuals residing in any states other than: AZ, CA, CO, FL, NM, NV, OK, TX.

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