Serving Atlanta and beyond, our financial advisor offers comprehensive wealth management services, including financial and retirement planning, investment management, estate and legacy planning, and more. With over six years in the financial services industry, she is dedicated to helping clients build confident financial futures—especially by educating and empowering women to take control of the
ir wealth. Lisa’s passion for financial planning was sparked early in life, inspired by her mother’s dedication to hard work and financial responsibility. Growing up in Gettysburg, Pennsylvania, she learned firsthand the value of strategic money management. Lisa's credentials reflect her expert knowledge, dedication to comprehensive financial planning, and commitment to continuous education—ensuring her clients receive the best possible guidance for their financial future. Holding Bachelor of Science from Pennsylvania State University, Lisa blends her professional expertise with genuine care, ensuring her clients have a clear, tailored financial strategy to achieve their long-term goals. Beyond her work, Lisa is an active member of the Smyrna Business Association, where she has held several leadership positions, including President, VP of Programs, and VP of Communications. She loves spending time with her daughter, Skylar, engaging in her community, hiking, cycling, weightlifting, cooking, gardening, and traveling. Whether you're just starting your financial journey or seeking a fresh perspective, Lisa is committed to helping you turn your vision into reality.
