Lisa is a Lead Advisor with over 15 years of experience as a CPA. Lisa is also a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®) and ACCREDITED INVESTMENT FIDUCIARY™ (AIF®).
Lisa’s clients benefit from her specialization in retirement income planning. She provides expert advice on a broad range of issues facing retirees including: identifying income needs and objectives and mitigation of risks; determining the best Social Security claiming age; navigating Medicare and health insurance decisions; and portfolio management during retirement. With her background in taxation, Lisa provides integrated tax-savvy solutions for her client’s wealth management needs in areas such as retirement withdrawal strategies, Social Security planning, and charitable giving.
Lisa also understands the unique needs and challenges faced by women in transition. She provides caring guidance and is committed to taking the time to listen carefully to understand your individual goals.
As an author, Lisa has written six books on various topics related to retirement and personal finances. She is a RetireMentor for Marketwatch.com and her financial expertise has been featured on Yahoo Finance and other popular financial sites.
Lisa graduated from the University of Tulsa in Tulsa, Oklahoma with a Bachelor of Science degree in Business Administration/Accounting. She is actively involved in her community, and serves on the “Generous Life” leadership team at her church.