Associate

With over 10 years of experience in the financial industry, Lisa brings a thoughtful and personal approach to helping clients feel confident about their financial future. Before beginning her career in finance, she was a business owner in the retirement field, where she developed a deep understanding of the importance of security, planning, and trust—values that continue to guide her work today.

Lisa is passionate about truly getting to know each client—their goals, challenges, and dreams—and creating a clear, realistic plan to help them achieve both their short- and long-term objectives.

She believes that strong relationships are the foundation of great financial advice. Her clients value her honesty, care, and ability to make complex topics feel simple and approachable.

Outside of work, Lisa enjoys reading, creating stained glass art, and exploring local restaurants and shops with her husband, Doug.