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Liz Joins CAS

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Our CAS team is pleased to announce a new addition to our growing, family-focused firm: Liz Koplitz!


As an Operations Specialist at our Naples office, Liz will be instrumental in assisting our advisory team with Trust and Estate Coordination for our clients.


Prior to joining CAS, Liz spent 13 years working with seniors and people with disabilities to help them enhance their quality of life.

Before moving to Naples from New York, she served as the director for worldwide Information Technology and Development organizations at major entertainment and advertising companies. Liz holds a Bachelor’s degree in Organizational Management and IT Management, and she is also a Certified Senior Advisor and a Paralegal.


“Liz brings an abundance of professional experience and legal knowledge to our CAS team,” said Susan Hansen, Director of Administration. “Her distinctive skill set and strong work ethic will further enhance our firm’s ability to deliver trust and estate services to our client families.”


In her free time, Liz enjoys quilting and traveling with her husband. She is an active volunteer at St. John the Evangelist Church as both a second grade teacher and a Eucharistic Minister for the homebound.



Liz Koplitz is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.
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