WE'RE WITH YOU THROUGH ALL OF LIFES INEVITABLE MOMENTS
Hi — I'm Lisa
As your financial fiduciary, everything I do for you is done with you and in your best interest — not mine. Not only am I legally bound to act in your best interest, I’m honored to. I work with a financial team of CPAs, attorneys, and client service professionals to help you navigate all of life's moments.
Even though we can't predict every curve ball life will throw at you, we can at least create a comprehensive financial plan that will help you cultivate the life you want while setting up safety nets to support you when things get bumpy.
