DEBUG (video not rendering) — video_type raw: "" | normalized: "null" | video_file.url: EMPTY | video_embed_url: EMPTY
About Me
Lisa's career has included various facets of the finance industry for more than 30 years. Her prior experience was in commercial finance, mortgage underwriting and most recently investment and wealth management.
She is married with two adult children. She loves spending time with family, friends & traveling. When attending gatherings, she especially enjoys photography. It's fun to look back on those captured treasures & shared memories.
In an effort to keep fit, she also loves walking and bicycling through parks & nature areas. Attending live music venues is also a favorite past time. Trying new restaurants is always exciting as well.
Education
- BS Business Administration, Maryville University
What's My Plan Missing?
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free Analysis
