- Women Owned:
Lisa is an Accredited Asset Management Specialist, Investment Fiduciary, and Certified Exit Planning Advisor with decades of business leadership and financial management experience distilling complex data into actionable results for her diverse clientele who reside in multiple states and internationally.
A strategic solutions finder and insatiably curious, Lisa understands how to find and mind the gaps that are essential to building and preserving wealth and most importantly, to living well. Whether applying tailored investment, tax and risk management or retirement and estate planning strategies, she may be seen as the chief financial navigator and financial guardian for CEOs and business owners, retirees, and non-profits. Lisa is passionately committed to aligning her clients’ purpose & objectives with meaningful and measurable outcomes.
She has addressed economic and equity disparities and environmental challenges, building affordable access programs for healthcare and housing and spearheading environmental sustainability programs in the private and non-profit sectors. An advocate for values aligned financial planning and investing, Lisa works with many of her clients to customize portfolios for environment, social and governance (ESG) factors and to design wealth strategies with people, purpose, and planet at heart.
Lisa resides in Park City, Utah where you might catch her biking to her office, navigating a local trail, skiing on Saturdays, or paddle boarding a Wasatch back waterway on a summer’s eve. Along with adventurous friends, husband Steve and their son Logan, southern Utah’s vast red-rock country calls her to explore the yogic twists, turns, and rappels the slot canyons offer. She serves on the Utah Planned Giving Roundtable board leading charitable giving education for non-profits, planning professionals and donors. And you just may stumble upon one of her occasional local gigs singing and playing guitar in her all-strings swing band.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program You should discuss any tax or legal matters with the appropriate professional. Incorporating sustainable investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks. All investments are subject to risk, including loss. There is no assurance that any strategy will be successful. Member FDIC/SIPC