Liz Bernhard, CFP®, MBA
President

Liz joined Albion in 2009 as an Associate Wealth Advisor, marking the beginning of her career in wealth management. Drawn to the industry for its unique blend of analytical problem-solving and meaningful client relationships, she quickly found both the role and Albion to be a perfect fit. Her dedication and expertise led her to become a Senior Wealth Advisor in 2011, where she deepened her knowledge of financial planning and investment management.
Working closely with the Albion team, Liz has guided clients through critical financial decisions, helping them align their wealth plan with their life goals. Whether navigating market uncertainties, planning for the future, or facilitating multi-generational wealth discussions, she provides clients with a clear and comprehensive financial roadmap.
As President, Liz continues to champion collaboration—ensuring Albion’s success in exceeding client expectations, growing the firm, and fostering an exceptional workplace for the team.
Originally from Michigan, Liz moved to Utah to fulfill her dream of being a ski bum. After spending several years working and skiing in Alta, she now enjoys hitting the slopes as a “weekend warrior,” introducing her two kids to the joy of skiing. Beyond the mountains, Liz is passionate about food—crafting delicious and healthy meals her kids will actually eat. She also loves traveling with family and friends and spending as much time outdoors as possible.
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
Member | Albion Board of Directors
Education:
Masters of Business Administration, Westminster College
Bachelor of Science in Economics, University of Colorado