RP, ChFC®, CFP(R) Candidate
Lisa provides participants with tools to make the best decisions with their money, so they can achieve their short-term and long-term goals. She is a strong proponent of comprehensive, holistic financial planning using a recently developed or updated financial plan as a foundation and a guideline. A favorite quote by Mel Robbins provides motivation to overcome challenges: “Doubting yourself is natural. Being afraid is normal. But letting fear stop you is a choice.”
She was educated at the University of Utah and spent time in her career working for The Church of Jesus Christ of Latter-day Saints.
Lisa was born in Houston and raised in Utah. She and her husband, Matt, live in Syracuse and have two children. She enjoys snowmobiling and spending time with her family and friends. She has completed several half marathons and a 50-mile ultra-marathon.