Meet Lisa

As a certified financial planner, I guarantee that you’ve come to the right place to become financially fit!

Just like many of you, I’m a hard working single parent (three kids) seeking a secure financial future.

In the past, I was frustrated with the lack of basic and accessible financial advice geared for the working mom. I began the search for a reliable financial planner. Fast forward over twenty one years and nine financial advisors later – and this is how I got to where I am today.

In 2007 I began the journey to become the solution to my own financial questions. I studied and researched all aspects of financial planning.  I earned my Life License (LLQP)  and my Mutual Fund Registration.  In 2011 I earned my Certified Financial Planner Designation (CFP) and I have just successfully written my Mortgage Agent License.

My goal is to work with you to build your financial fitness plan. That plan must fit into your daily needs but also lead to your goals and dreams for the future.  I can help you take a look at your current finances in a non-judgmental way.  Knowing where you are today will help you get to where you need to be tomorrow.

I will encourage and support you throughout this journey by showing you each step required to achieve financial fitness. I will use ALL my skills as a certified financial planner for your financial benefit.

Together – we can get it done!