Liz Munoz
Operations Manager
EXPERIENCE:
I joined Helm Financial Group in May 2024, bringing over six years of experience in the financial services industry. Throughout my career, I've had the privilege of closely supporting financial professionals in various roles and helping build relationships with clients; I take pride in making a meaningful impact by adding a thoughtful, client-centered service approach.
EDUCATION & CREDENTIALS:
BA in Interdisciplinary Studies from the University of Texas at Dallas in Richardson, Texas
INTERESTS:
I enjoy spending time with my husband, Roland, and our three cats and dog; we're also active members of our church in Flower Mound. We a lot of time with our extended family, supporting our nieces and nephews in their various activities. In my free time, you'll often find me walking our dog, curled up with a good book, working on a puzzle, or planning our next travel adventure.