Liza Hatfield joined the firm in 2020 and manages relationships as well as client needs. Previously, Liza worked as a client account coordinator with another advisory firm. She is passionate about creating new connections and helping clients achieve their financial goals.
Liza received her Bachelor’s degree from the University of Massachusetts Amherst. Outside of work, she enjoys hiking, camping and creating new recipes.
Aldrich Wealth LP (“Aldrich Wealth”) is an investment advisor registered with the US Securities and Exchange Commission. Aldrich Wealth provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of Aldrich Wealth’s Client Relationship Summary and ADV Part 2A brochure document. The information contained on this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products.
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