Investor education personally delivered

In addition to heading up our team, Lisa Detanna plays the role as educator – to help our clients better understand the investment world and the important financial matters that affect our lives. She covers a variety of important financial topics, from estate planning to lending, wealth management to establishing a legacy.

Lisa’s Lessons

Lisa’s Videos


Lisa's YouTube

 

 

“An investment in knowledge pays the best interest.”

– BENJAMIN FRANKLIN