“The main thing is to be moved, to love,
to hope, to tremble, to live.”
– Auguste Rodin
Lisa is one of the senior partners of our team and has more than 27 years of experience in the financial services industry. She uses her excellent listening skills to understand each client’s needs, concerns and goals and has a passion for helping them have a financial plan that is truly attuned to their lives.
Lisa holds the professional designations of Chartered Retirement Planning Counselor, Chartered Financial Consultant, Chartered Life Underwriter and Chartered Advisor for Senior Living. As a result, her areas of expertise include comprehensive financial planning, retirement planning, asset preservation, risk management, insurance planning and estate planning.
Before joining our group in 2003, Lisa worked as a financial advisor and financial consultant at Wells Fargo Advisors, a registered client associate at Prudential Securities/Wachovia Securities and AG Edwards & Sons, a wire operator/sales associate at Prudential Securities and a wire operator at Thomson Mckinnon.
Lisa was born in the United States and moved to Mexico City at age 3. She attended Instituto Marymount in Cuernavaca Morelos, Mexico. Today, Lisa lives in Santa Ynez, California. In her free time, she heads a fitness workout club for an informal group of friends and colleagues three times a week.