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 specializes in serving clients who are nearing or in retirement, or experiencing other life transitions. Lisa’s clients benefit from her caring guidance and personalized financial life planning approach.
Lisa loves the challenge of arranging the different pieces of each client’s financial puzzle into a cohesive image: integrating and optimizing the complex world of investing, tax strategies, retirement planning, and estate/charitable planning.
She provides advice on a broad range of issues facing retirees including: tax-efficient portfolios and withdrawal strategies; retirement income and cash flow planning; determining the optimal Social Security claiming strategy; and navigating Medicare and health insurance decisions.
Lisa also understands the unique needs and challenges faced by women in transition. Lisa’s clients benefit from her caring guidance through life and financial transitions. She 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 is actively involved in her community, and serves on the “Generous Life” leadership team at her church.