Liz XilasSenior Vice President
Liz Xilas works collaboratively with her clients to design a customized, comprehensive financial roadmap to help navigate their most crucial financial decisions and reach their life’s goals. We utilize academically proven investment strategies with low cost, tax efficient Index funds. The result is a long-term solution, which is aligned with our clients' core values. We often do this in partnership with our client’s other external advisors so that together, we reach the best holistic decisions. Helping clients create and use their financial resources to achieve what they care about most in life is very meaningful work to us.
The feeling of helping to make a difference in the lives of others is what drives Liz to be a loyal advocate of her clients as well as a participant and leader in the community. Over the years, Liz has been very involved at her kid’s schools and a mentor in various tutoring programs. Currently she sits on the Executive committee and chairs the investment committee of The Illinois Holocaust Museum and Education Center, serves as a Grant Review Chair for Impact Grants Chicago, and actively contributes to the Institutional Advancement Committee at The Bernard Zell Anshe Emet Day School.
She spent 13 years at Oppenheimer and Company and 7 years at RBC Wealth Management as a financial advisor before joining RRCM.
Liz lives in Chicago with her husband Peter and is very proud of her two children, Gabrielle and Benjamin, both students at The University of Michigan, her Alma mater.