Lisa has been working in the financial services industry for more than 30 years. She is passionate about using her market and career experience to develop tailored financial strategies that align with her clients’ current and future needs. Through her analysis and financial insight, she helps to ensure that her clients have the assets and income to pursue what matters most to them. Lisa understands that every client has unique goals, values and circumstances. She is dedicated to guiding individuals and families toward lasting financial independence by creating customized financial roadmaps that adapt to evolving market conditions and life’s complexities.

Lisa is a Green Bay native, where she lives with her husband, Chris, and her son, Ben. Lisa is a graduate of the University of Wisconsin–Green Bay with degrees in business, finance and economics. For more than 25 years, Lisa worked at JP Morgan as a senior vice president helping her clients manage all aspects of their financial lives.

Lisa loves spending time with her family and friends. She enjoys reading, golfing, traveling and watching her son play hockey. Her knowledge and personality show through her accomplishments and her relaxed, approachable outlook on life.