Founder I Managing Partner
“I enjoy working with my clients to develop a complete plan that helps them meet their individual needs.”
“Successful financial planning starts with a strong relationship”
A certified CPA with a career stretching over 30 years, Lisa’s vast industry experience includes private wealth management, charitable foundations, real estate, healthcare, and public accounting.
Client Service Associate
Cetera Financial Specialists LLC partners with more than 1,600 tax and accounting professionals who have successfully integrated wealth management into their practices. (read more)
Brokerage General Agency
Ash Brokerage is a Brokerage General Agency (BGA) that assists us in sales and underwriting support for all lines of insurance. They offer the full range of insurance products: fixed and equity indexed annuities, all lines of life...