Multi-Generational Financial Confidence.
With a long history stemming back multiple generations, Lisa’s passion for the stock market almost seemed to be in her genetic code. Her family’s interest and influence on her growing up led to her inevitable career in Financial Services. She initially earned her Bachelor’s degree in Business from DePaul University- Chicago and holds her Series 65. She started off her early career working for A.G. Edwards.
Now, as a Wealth Advisor at Carson Wealth, Lisa’s main area of focus is making sure clients have financial confidence. Her ultimate goal is to help clients feel confident moving into their futures while maintaining their lifestyles and living their dreams. She hopes to make the complex world of investing, simple and digestible.
Her roles amongst the team include daily operational tasks to keep the office running smoothly and efficiently, unique projects with intensive involvement and tracking, and in-office team organization and delegation. With a belief that the strongest backbone a financial office can have is its team, Lisa knows each team member plays a crucial part in the financial success of our clients.
In her spare time, Lisa enjoys spending time with her husband and two children boating and traveling. She also loves to stay active by going on skiing trips, doing yoga, and walking with her dog Kona. On the occasional nights, she enjoys spending time with her close friends for a glass of wine over a nice dinner.
*Lisa is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
Chips and salsa, pizza, double chocolate dipped peanuts (to name a few)
Best piece of financial advice you received:
Buy good quality dividend paying stocks
Favorite movie or TV show:
Grease, Sound of Music, Hallmark Channel and HGTV
What motivates you:
My family and Sunshine
Name something on your bucket list:
Live in a log cabin (destination TBD)
Places you’d most like to visit:
Austria and Germany