Liza Talisman
Client Service Associate
As a Client Service Associate, Liza is dedicated to providing Kendall Capital clients with a high level of service they can count on. With her detail-oriented yet personable approach, Liza helps ensure that nothing falls through the cracks in her administrative work and that clients feel heard and supported throughout their relationship with Kendall Capital. And she’s passionate about the firm’s mission to provide fee-only, fiduciary financial advice to Middle-Class Millionaires®.
Before joining Kendall Capital, Liza had a ten-year career as a copyeditor, most recently editing policy research publications on family financial well-being, which inspired her to want to help people directly with their finances. She earned her MS in financial planning (and certificate in financial therapy) from Kansas State University in 2025, completing the education requirement for the Certified Financial Planner® certification, and is studying for the CFP® exam.
Liza lives in Washington, DC. In her free time, she enjoys spending quality time with friends and family, reading and listening to podcasts, going to concerts, and playing pickleball and tennis with her husband.