Liz Winkle’s Five-Year Milestone: A Legacy of Dedication and Excellence

Michael Evans and Kelly Stanley are incredibly proud to celebrate Liz Winkle’s five-year milestone with the firm. Liz’s contributions to the team and clients have been nothing short of extraordinary. From the moment she joined, Liz has consistently exceeded every expectation, bringing an unparalleled level of professionalism, organization, and effectiveness to her role. Her ability to manage and curate the client concierge-level service offering is a testament to her outstanding skills and dedication. She ensures the team operates at peak efficiency, allowing Cogent to provide the highest level of service to their clients.
Liz’s empathy and genuine concern for clients’ financial well-being set her apart as a true asset to Cogent. She has an innate ability to connect with clients, understanding their unique situations and addressing their needs with the utmost care. Her meticulous attention to detail and unwavering commitment to client satisfaction ensure that everyone who works with Cogent receives the exceptional service they deserve. Liz embodies the core values of the firm, and her contributions have significantly enhanced the financial lives of clients in countless ways. The team is truly fortunate to have her.

In celebrating Liz and all that she brings to Cogent Strategic Wealth, we look forward to many more years of partnership and success. Her talents and dedication continue to inspire and elevate the entire team, setting a standard of excellence that resonates with clients and colleagues alike. Here’s to Liz and the bright future ahead, working together to achieve even greater heights.

Now, a personal note from Liz talking about what she is up to:

I recently just got back from a wonderful vacation in South Africa. It was full of nature, game drives through the bush, beautiful days in wine country, breathtaking hikes, and tasty food. Can’t recommend it enough! If any clients need recommendations, I’d be happy to chat☺

Next year I will be traveling to Iceland and Morocco. I’m really looking forward to that!

This year will be the second year that I host Aunt Summer Camp in Chicago. It’s a fun tradition for my nephews and niece to come stay with me and galivant around Chicago.

Every year I become more and more of a reader. This year my goal is to read 36 books. I’m also starting to build a home library which has been a very fun project.

I’ll be running my 7th half marathon in November in Indianapolis. Slow and steady!