Lisa was born and raised in Chicago and has worked for 35 years in the financial services industry. She practices comprehensive financial planning which includes investments, retirement planning, insurance and estate planning. Lisa creates smart money strategies that can help individuals and business owners achieve their goals and plan their futures.
Lisa graduated from the University of Notre Dame with a BA degree in Economics.
She holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and the Series 6, 7, 22, 63, & 65 securities registrations.
Lisa is also licensed in Life, Health and Long-Term Care Insurance.