As an investment advisor representative with over 20 years of industry experience, Lisa has had the great privilege of guiding her clients through some of the most exciting and some of the most difficult challenges in their lives. She serves as part teacher, part counselor, part cheerleader, and part disciplinarian for her clients. In order to lead them to success in reaching their retirement goals, reduce debt, put children and/or grandchildren through college, or save for that dream vacation, Lisa strives for excellence in the guidance and advice she offers.
Lisa provides professional financial consulting for individuals and businesses including 401k / 403b plans, specializing in retirement and estate planning and is licensed to offer life insurance, disability and long-term care insurance. Lisa earned a Bachelor of Science degree from Missouri State University and holds FINRA Series 7, Series 63, and Series 66 securities registrations. In addition, she holds the Accredited Investment Fiduciary designation as well as the Chartered Retirement Plans Specialist℠ and Chartered Advisor for Senior Living ® designations. Lisa is an effective public speaker presenting workshops on various financial topics to corporations, health systems, churches and other organizations.
Lisa is a member of Women in Financial Services (WIFS)—a national organization devoted to the success of women in the insurance and financial services fields and has served on the National Membership & Conference Committees. She has served on the Board of Directors of the Alliance of Professional Organizations was selected to represent the State of Missouri in the National Young Careerist speech competition and placed third in the nation. Lisa is also a recipient of the Springfield Business Journal’s 40 under 40* award.
*40 under 40 honorees were chosen by a panel of six judges, who scored each applicant on four criteria: reason for nomination, professional development, awards and recognition, and community involvement.