Lisa takes pride in being a part of her client’s dreams – at all levels of their lifespan and business cycle. Her desire to help others is very personal, as she herself has experienced firsthand the difficulties of family challenges and unknowns. Lisa’s father passed away from ‘early’ Alzheimer’s disease without future planning in place for his loved ones. The family faced and overcame the situation, but it sparked a mission in Lisa’s heart. She felt it was important to help other families plan for the uncertainties in life and be better prepared than her family was.
Lisa helps clients adjust, reshape financial priorities, and design financial blueprints to move ahead safely in retirement. Guaranteed income and a well-balanced ‘true diversified’ portfolio is the foundation of the business practice.
Lisa also holds her series 65 License which requires her to be a ‘fiduciary’ to her clients, which means she must provide solutions that are in her clients ‘best interest’. Lisa has been educated as a Master Elite IRA Advisor; by Ed Slott and Company. Ed Slott is Wall Street Journal’s #1 Resource for IRA’s.
Lisa has been married to her husband and business partner, Terry since 1986 and they have three wonderful children, Kyle, Nicole and Brock. Lisa enjoys entertaining in her home, boating, traveling with family and friends and keeping up with their Yellow Lab, named Payton.