Reservoir Financial, LLC

Liz is an Accredited Investment Fiduciary®, meeting the highest ethical and professional standards in the industry.  She has over 40 years of financial experience, having been an insurance executive in actuarial, product development, customer services and information technology.  In 2000, she founded Reservoir Financial to help people define, create and implement plans for achieving their financial dreams.

Caring and expertise are at the core of everything she does, including her extensive community involvement.  Currently, Liz is Chairman of the Lebanon Board of Finance and also serves on the Planned Giving Committee at the Windham Hospital Foundation.  She is an active member of St. Paul's Episcopal Church.  

Liz and her husband Joe spend their time outdoors, hiking and kayaking and enjoying the company of family and friends.

Xerxes brings 16 years of financial planning experience to the team. More than just a CERTIFIED FINANCIAL PLANNER™ professional, he strives to help people reach their long-term financial dreams while living life to the fullest day by day.

A graduate of Old Dominion, Xerxes sits on their Executive Advisory Council to the Strome College of Business and has created a university endowment fund awarding an annual scholarship. He's received many honors for his business and community involvement including Top 40 Under 40 in all of Hampton Roads, VA and recently, in the inaugural recognition of Old Dominion University Alumni Association’s Top 40 Under 40 class.

In his spare time, Xerxes is an avid golfer, fitness addict, and traveler. You can find him on the golf course, hiking up a mountain trail, or eating loads of sushi at one time.