Meet Lisa
Lisa has seen firsthand what can happen when families don’t have the financial guidance they need. Those experiences became the motivation behind her career: helping people better understand their finances and feel confident in the decisions they make.
Lisa joined the team as a Financial Planner in 2013 after beginning her financial services career in 2009. She holds a Bachelor of Business Administration from the University of Wisconsin–Oshkosh and has continued to build her expertise through multiple professional designations and ongoing education.
When she’s not helping clients, Lisa enjoys time with her husband and son, campfires, farmers markets, baking, gardening and shows at the Overture Center. She’s also passionate about giving back and staying involved in her local community.