Meet Liam
As a Paraplanner, Liam assists clients with all things related to financial planning. He provides support with estate, investment, insurance, retirement, and tax planning while also managing client information within the team’s software. His dedication and drive to always keep learning make him an important asset to not only our clients but also the Sweet Financial Team.
Liam graduated with a bachelor’s degree from the University of Kansas, majoring in finance. Before joining Sweet Financial, he worked as an intern alongside the Advanced Solutions Team at Carson Group. He is currently working on furthering his financial planning education and is part of the FinServ Foundation, a professional development organization for aspiring wealth advisors.
Outside of work, Liam can be found golfing, hiking, meeting new people, and spending time with his family.