Liz Lean

Liz Lean

Tax Strategist and Director
Client Advisory Team
5 years at Tolleson 16 years in the industry

Liz Lean, CPA,* is a Director and Tax Strategist at Tolleson Wealth Management. Working closely with the client advisory team, she helps identify and design tax strategies for clients. She is responsible for providing proactive, multi‑year tax planning for families, with an integrated approach across investments, estates, trusts, and generational planning. Liz additionally serves as tax resource to various departments of Tolleson.

Prior to joining Tolleson, Liz Lean served as Senior Manager at PriceWaterhouseCoopers, LLP. She holds a Bachelor of Business Administration in Tax from Texas Tech University and is a registered Certified Public Accountant. Liz joined Tolleson in 2021 and began her career in 2010. In her free time, she enjoys traveling with her husband and their three children.

*Not a CPA Firm.