Lisa’s journey to the financial services industry is anything but ordinary, giving her a unique perspective. With over 35 years of experience in various industries, she’s worn many hats—from leading roles as a CPA in life and commercial insurance to owning and running her own café and artisanal grocery store. Lisa’s career is all about versatility and smart financial decision-making.

Lisa has a passion for helping her clients build a legacy of giving back. She especially enjoys working with individuals who are looking beyond traditional inheritance goals—whether they have children or not—to create meaningful, values-based legacies. She guides them in exploring their passions, clarifying what legacy means to them, and taking thoughtful steps toward giving back in ways that feel purposeful and fulfilling.

In addition, Lisa works closely with women navigating life after divorce, helping them regain financial confidence, rebuild their plans, and move forward with clarity and independence.