Lisa is committed to providing financial peace of mind. She is relied upon for the highest-quality planning and investment advice. By working together with clients to identify and accomplish goals at each stage of life, Lisa is able to create tailored strategies that instill confidence. She believes establishing long-term relationships is an invaluable part of our work, and prioritizes an outstanding client experience above all.

Lisa is married and blessed with two beautiful daughters. Whether camping or playing sports, they enjoy spending time outdoors as a family.