Liz O'Fallon

Liz O'Fallon

Client Service Associate

Liz brings a wealth of experience and a passion for client satisfaction to our team as a Client Service Associate. She is committed to providing exceptional support and guidance to our valued clients. Her dedication to building strong relationships and her attention to detail ensure that our clients receive the personalized care they deserve.

 

Prior to working at LPL Financial, Liz worked in public education. Post-Covid she wanted to find a way to make a difference and found her niche working in an elementary school in special education. Liz has experience working for three other financial firms, two as a registered representative, and one as an unlicensed employee. While working for her first firm, Liz discovered her love of retirement accounts and all the complexities related to them.

 

Outside of work, Liz loves to sew and spend time with her family. She and her husband, Mike have five kids, sons, Ethan, and Aidan, also three daughters, twins, Ally and Katy, and Sarah who is heading off to college soon. Mike and Liz will be celebrating their 25th wedding anniversary this year and enjoy being grandparents to Mikey and soon to baby James. Liz also enjoys playing with her rescue pup, Nicky, and enjoys mentoring young people through her church’s student ministry.  

Getting to know Liz

Favorite food: Steak or anything off the grill.

Place Liz would most like to visit: Ireland and Germany since our family emigrated from there.  

Favorite holiday: Halloween. Playing dress up is fun.

Favorite quote: “With great power comes great responsibility.” Stan Lee & Uncle Ben from Spiderman

Favorite movies: The Lord of the Rings & Star Wars Trilogies

Hidden talents: Floral arranging and writing college papers.

Favorite Book: Pride & Prejudice by Jane Austen

Something on Liz’s bucket list: Raising goats and chickens.

What motivates Liz? Her faith, family, and helping others.