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A to Z Financial Planning LLC was founded by Laurie Aleksandrowicz (Laurie A-Z) in 2003 with a focus on helping women reach their financial goals. Over the years the business has expanded, adding on administrative staff, portfolio management and then in 2014, Elizabeth Stamatakos, Laurie's daughter, joined the A to Z Financial Planning LLC team. As we have grown in numbers, our goal of helping others has never changed.
A to Z Financial Planning LLC was founded by Laurie Aleksandrowicz (Laurie A-Z) in 2003 with a focus on helping women reach their financial goals. Over the years the business has expanded, adding on administrative staff, portfolio management and then in 2014, Elizabeth Stamatakos, Laurie's daughter, joined the A to Z Financial Planning LLC team. As we have grown in numbers, our goal of helping others has never changed.
We provide financial planning services at the fiduciary level while focusing on educating clients and helping them achieve their financial goals. This means the advisers at A to Z Financial Planning LLC put the clients’ best interest first.
We provide financial planning services at the fiduciary level while focusing on educating clients and helping them achieve their financial goals. This means the advisers at A to Z Financial Planning LLC put the clients’ best interest first.
Meet the Team
Meet the Team
Elizabeth Stamatakos, MS, CFP®
Elizabeth Stamatakos, MS, CFP®
President, Financial Adviser
Elizabeth Stamatakos joined A to Z Financial Planning LLC in August 2014 to start her Financial Planning Career. She became President and Owner of the firm in July of 2021. Elizabeth is a CFP® professional and has passed the Series 65. She is also an active Member of the Financial Planning Association (FPA).
Elizabeth graduated Cum Laude with honors in Art Therapy from Mount Mary University in 2000 and a Master of Science in Art Therapy from Mount Mary University in 2002. She draws upon her previous experience as an Art Therapist and Licensed Professional Counselor (LPC) to provide a caring and compassionate view to your financial future and planning for your retirement.
Elizabeth and her husband have been married since 2003 and have two children and a variety of pets. In her spare time Elizabeth enjoys reading, watching movies, and spending time in nature.
William Tiedt, MBA
William Tiedt, MBA
Portfolio Manager
Bill Tiedt joined A to Z Financial Planning LLC in March of 2020 as the Portfolio Manager. Bill started his career in finance in 1999 and has over 15 years of experience in the investment management field. From the Head of Equity Trading to Branch Manager Bill has a wealth of knowledge and experience that he brings to the firm. He has previously held the Series 3, 7, and 63 licenses and currently holds a Series 65 license.
Bill graduated with his BBA in Finance from the University of Wisconsin – Whitewater in 1993 and with his MBA with a Finance emphasis from the University of Kansas in 2019. Bill uses his experience as a former Global Head of Trading and Equity Desk Manager to direct all of the trades for the firm while managing our client’s investment portfolios.
Bill enjoys golfing on the weekend, spending time outdoors, and traveling with his wife and son.
Liz - Office Manager
Liz - Office Manager
With an eye for the big picture and amazing research skills, Liz organizes our ongoing tasks and procedures. She is also one of the friendly staff to assist our clients.
Liz is the best person to have on your trivia team.
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