Lizzie A. Krog, CFP®, EA, NSSA®

Lizzie A. Krog, CFP®, EA, NSSA®, has a diverse work experience in various roles and industries. Starting in 2011, they worked as an Assistant Intern at Iowa Legal Aid. In 2012, they served as an Advocate Intern at the Council on Sexual Assault and Domestic Violence and also worked as a Post-Adoption Counselor at Children of All Nations/Great Wall China Adoption. In 2014, they became a Legislative Aide for The Honorable State Representative Elliott Naishtat and later worked as a Public Policy Intern at Texas CASA. During the same period, they also worked as a Budget Analyst at the Legislative Budget Board until 2017. From 2018 to 2021, they were a Client Relations Specialist at McKinney Capital Management. In 2021, they joined Facet Wealth as an Associate Planner. Currently, they are a Senior Financial Planner at Oak Harvest Financial Group, starting in 2022. Throughout their career, Lizzie has gained expertise in financial planning and analysis, client relations, advocacy, and policy analysis.

Lizzie A. Krog, CFP®, EA, NSSA®, has an extensive education history as follows:

From 2017 to 2018, Lizzie attended Rice University and obtained a Certified Financial Planner Certificate. The specific field of study during this program is not provided.

In 2013 and 2014, Lizzie pursued a Master of Science in Social Work at The University of Texas at Austin.

Lizzie completed their Bachelor's Degree in Political Science from Briar Cliff University from 2008 to 2012.

During the same period at Briar Cliff University, Lizzie also obtained a Bachelor of Social Work degree.

In addition to their educational achievements, Lizzie holds several additional certifications. In October 2020, they obtained the Certified Financial Planner (CFP) certification from the CFP Board. In November 2022, Lizzie obtained the Enrolled Agent (EA) certification from the Internal Revenue Service. Lizzie A. also achieved the National Social Security Advisor Certificate from The National Social Security Organization in August 2022.

Further certifications held by Lizzie include a license as a Licensed Insurance Representative from the Texas Department of Insurance. Additionally, they are in the process of obtaining the Series 66- Uniformed Combined State Law Examination certification from the North American Securities Administrators Association and the Series 7- General Securities Representative certification from FINRA.

It is important to note that specific months and years of obtaining certain certifications and licenses were not provided.