Liz Witzel
Partner
Client account access
Liz Witzel
Partner
About
Liz is a financial advisor in North Star Resource Group’s Madison, Wis., office. With over 20 years of experience in the financial services industry, she understands each stage of client care.
She not only has practical experience of caring for her clients, who range from individuals emerging from advanced degrees to pre-retirees and retirees, but she also taps into their hopes, dreams, and challenges to discover their ideal financial future, and then applies logical and financially healthy methods to help them attain that future. Her skill lies in bringing structure to the emotional aspects of personal finance, creating a clear, measurable plan that aligns with long-term retirement goals and her clients’ vision for financial independence.
She delights in helping families send their children to college, fund weddings, and retire on their own terms without fear of depleting their resources. Seeing these milestones come to fruition over the years is deeply rewarding. Moments like these keep her motivated and committed to her client base and her role as a sound financial professional.
Liz also possesses a deep passion for empowering women in their financial conversations, whether the woman is single, married, or widowed. She is committed to making sure that women have a seat and a confident voice at the financial table, and that they have full access to financial freedom, no matter where they are in life and no matter what their financial goals and dreams may be.
Liz has been married for over 20 years to her husband, Josh. They have a son, Jadon, who is 15, and two rescue dogs. Together, they are on a mission to visit all the U.S. National Parks and as many ski hills as possible. Liz also has an annual goal of reading 75-100 books per year.
“The greatest ability is dependability.”—Bob Jones, Sr.
What to expect from Liz
A teacher
Liz believes in educating her clients and thoroughly explaining all the options they have to reach their goals. This approach involves her clients in the process, as they work together to map out a financial strategy that works for them.
A coach
A financial strategy requires action to be effective. As such, Liz guides clients through their options and helps them execute their financial strategy. She also helps them ensure their strategy remains aligned with their financial needs and goals through regular check-in meetings.
Advisor team
Liz is joined by fellow Madison-based financial advisors Austin Streeper and Karsten Augustin, CRPC®, CSLP®, in a tightly-knit financial planning practice. Together, they offer tailored financial planning solutions to a wide variety of clients across the nation and are driven by a shared commitment to excellence.
Karsten Augustin, CRPC®, CSLP®
Financial Advisor
Support team
North Star resource team
Carrie Hancock, ChFC®, CLU®, JD
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Services
Comprehensive fee-based financial planning
Liz leverages advanced financial planning as the foundation of all her clients’ financial solutions. This includes cash flow, distribution, and taxes.
Investment management
By increasing confidence and reducing uncertainty, Liz helps her clients make their money work for them by developing customized investment strategies, aligning them with their goals and risk tolerance.
Retirement and distribution planning
As her clients think through their retirement goals, Liz helps them ensure they have reliable, sustainable income streams in retirement. This includes the appropriate allocation of funds to tax-advantaged accounts, careful debt management, and mindful insurance strategies.
Liz, Austin, and Karsten are registered representatives of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4169972.