In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike, who shares her unexpected path from massage therapist to financial services, driven by a desire to make a lasting impact. Liz discusses her motivations, how she found a home in the firm, and the importance of practical, personalized support in clients’ lives.

Mike and Liz discuss:

• Liz’s surprising career test results in high school (03:13)
• The transition from massage therapy to financial planning (05:32) 
• Balancing work and family with purpose (10:31) 
• Assisting clients through life transitions (14:45) 
• And more!

Connect with Mike Milligan, CFP®:

• Ideas by Mike 
• LinkedIn: Mike Milligan, CFP®
• Facebook: Ideas by Mike 
• Instagram: @ideasbymike
• YouTube: Ideas by Mike 
• 757-909-7151
• mike@mikemilligancfp.com

Connect with Liz Mundey:

• LinkedIn: Lizette Blumes Mundey

About our Guest:

Liz Mundey is the Senior Relationship Manager at Ideas by Mike, LLC. Her role was designed to give additional support to the clients! She does this by keeping accounts up to date, ensuring information is easy to access and understand, and staying closely connected with clients to ensure their financial plans stay in alignment with their evolving lives.

She is licensed in general life and insurance and is continuing her education every year in the world of finance. Becoming financially literate and getting to know all of the clients is her favorite part of the job. She truly loves what she does, which not everyone can say!

While she was born and raised in Arizona, she spent her twenties traveling the country, and it was a blast. 

Before working with Mike, she was a National Trainer (4 years), Licensed Massage Therapist (6 years), and a Business Consultant (5 years). The common denominator for all of these jobs is directly impacting people’s lives!

Today, she is incredibly grateful to be where she is. Embarking into the financial space has been a gift in her life! She is honored to be part of this team, to be making an impact as a financial office, and to be supporting the clients in a meaningful way.