Liz Gillette is a Founder and Senior Advisor at Curio Wealth, bringing 15 years of invaluable professional experience to the company. An alumna of George Washington University, Liz earned her Bachelor in Business Administration with a minor in Exercise Science while excelling as an all-conference Division I volleyball player and a Dean’s list student. She passed the Series 65 exam in 2015 and earned her CERTIFIED FINANCIAL PLANNER™ certification from Northwestern University in 2016.
Liz’s first-hand experience with financial scarcity in childhood—and graduating college with over $100,000 in debt—led her to financial advising. With her resilient mindset, she turned the fear of debt collection calls, economic turmoil, and a sparse job market into life lessons and a fulfilling career. Melding personal experience with financial acumen, she advocates for disciplined consistency on the path to financial empowerment. Liz’s professional mantra emphasizes aligning spending with values, urging against judging others and fostering intentional financial choices. Striking a client-centric balance between future savings and present enjoyment, she guides individuals toward reaping the rewards of their hard work at ideal life stages.
In her current dual role, Liz seamlessly balances her responsibilities as a leader and an advisor, guiding individuals and dual-income couples in their 30s and 40s. Her clients – often navigating the complexities of work, life, and caregiving – benefit from her unique approach that ensures both partners have their voices heard and responsibilities shared.
Liz is bright, genuine, and a joy to work with. She is uniquely skilled at listening and executing, as well as encouraging and influencing others. These traits and talents, along with her X-factors of intuition and empathy, allow her to understand her clients’ goals and guide them towards fulfillment.
Liz’s service extends outside the office. She volunteers for NAPFA, is a consistent contributor to industry newsletters and blogs, and can be spotted at Penn State’s Math & Money course as a guest speaker. As a Steering Committee Officer for Anne Arundel Women Giving Together (AAWGT), Liz actively participates in a giving circle committed to improving the lives of women and children in Anne Arundel County. Additionally, she volunteers for CASA, championing the rights of children in the foster care system.
Liz’s commitment to professional and philanthropic endeavors reflects her belief in meaningfully contributing to society. As she envisions the next chapter in her career, Liz is determined to continue growing Curio Wealth while preserving the company’s culture and ensuring clients remain at the forefront of every decision. Her personal mantra, “Choose your hard,” encapsulates her life philosophy – embracing challenges head-on and steering the course toward a life well-crafted.
Beyond her professional commitments, Liz enjoys spending time with her family, creating as many memories as possible with her husband and three kids. She’s also fascinated by interior design, which she nearly studied in college. As a 5-year goal, Liz wants to take her family to Los Angeles for the 2028 Summer Olympic Games. She attended the 1996 Olympics as a child—a defining moment in her life—and strives to provide that tremendous experience for her loved ones.
