Lizzie Krog

CFP®, CPWA®, CTS®, NSSA®, Senior Planner

Senior Planner

Lizzie joins Oak Harvest with over 8 years of experience in the financial industry. Prior to working in personal finance, Lizzie was a member of the Legislative Budget Board, creating recommendations and assisting Senators and State Representatives in creating biennial budgets for the State of Texas. She is passionate about educating clients; understanding their goals; and alleviating the financial concerns of retirement.
Lizzie grew up in rural Nebraska and enjoys traveling back home to spend time with her parents and siblings. She earned a bachelor’s degree in Social Work and in Political Science from Briar Cliff University in Sioux City, Iowa. Upon obtaining her bachelor’s degrees, she earned a Master’s of Science in Social Work from the University of Texas at Austin. Since shifting her career into personal finance, she has obtained Life and Health insurance license, Series 66 and is now a Certified Financial Planner professional ™. She is also a National Social Security Advisor®, Certified Tax Specialist™ and is an Enrolled Agent.
Lizzie and Justin live in Houston and spend their free time enjoying wine, trying a plethora of different foods from the diverse restaurant scene and frequently have competitive bowling events with their twin children, James and Lucy. Her family loves to travel, cook together and spend time with their beloved Vizsla puppy, Pretzel.
Summary
Name
Lizzie Krog
Job Title
CFP®, CPWA®, CTS®, NSSA®, Senior Planner