With over 20 years in the financial services industry, Lisa began her career as a Wealth Specialist at American Funds in 2005. This experience fueled her passion for working directly with individuals and business owners, helping them navigate their complete financial landscape. Today, Lisa teams up with her clients, offering tailored solutions designed to help with Wealth Accumulation, strategic Wealth Distribution in retirement, and comprehensive Risk Management. Her risk management proficiency includes the analysis and education of various life insurance options (term, whole, indexed universal, and variable universal life, private reserves), buy/sell agreements, annuities, and long-term care protection. For businesses, Lisa provides a comprehensive suite of retirement plan guidance, covering traditional 401(k)s (highlighting tax benefits for both company and employees), 403(b) plans, SEPs, Solo 401(k)s, SIMPLE Plans, and other Defined Contribution structures, as well as advanced cash balance options for high-net-worth individuals. Furthermore, she assists in identifying and utilizing relevant tax credits, providing clarity and a strategic roadmap for achieving significant business and personal financial success.
Lisa's core belief is that a collaborative approach offers the most effective support in today's multifaceted financial world. Lisa is committed to providing undivided attention to each client and business owner, helping to ensure a personalized experience from initial planning through implementation and ongoing follow-up. Her proactive approach focuses on developing efficient strategies to meet your unique personal financial and business goals, anticipating potential challenges to keep you focused on your long-term vision.
Licenses: FINRA Series 6, 63, 65, 7; Life and Health Insurance.
Personal Interests: Outside of her professional life, Lisa cherishes time with loved ones, reading, enjoys staying active through daily workouts, loves to cook, and finds joy in boating and relaxing at the beach.