Lisa Goretsas

Registered Paraplanner℠
Financial Advisor

Lisa Goretsas

Lisa joined our practice in 2005 while at Legg Mason Wood Walker. When our team moved to Raymond James in 2009, Lisa ascended to Branch Operations Manager before transitioning to an Advisor role.

Lisa is a Magna Cum Laude graduate of Purdue University with a Bachelor of Business Administration. She has earned the Registered ParaplannerSM designation through the College for Financial Planning in Denver, CO and holds the Series 7, 9, 10 and 66 registrations.

Prior to joining our team in 2005, Lisa was a stay-at-home mom. Outside of the office, Lisa is Secretary and Treasurer of her husband's contracting business, Evergreen Builders, Inc. She serves on the Board of Directors of Human Services Program of Carroll County, Inc.

Lisa’s personal interests include hiking, gardening, reading, jogging, scrapbooking and cheering on the Ravens. She is active at St. John’s United Methodist Church and lives in Hampstead with her husband, Brent. Lisa and Brent have three adult children—Tom, Mason and Jamie—and one adorable grandchild, Peyton.

I help to ensure the efficiency of our office and that all client requests are handled in a timely manner.
Lisa Goretsas