Lisa focuses her financial planning practice on serving midlife women and families in transition, delivering clarity during times of uncertainty.

Having achieved her financial goals through sound choices while adapting to changes, prepares Lisa to coach clients on a personal level.

Lisa shares her experience and has served on the Vanguard University Foundation Board, the Leadership Tomorrow Board of Directors and served as WomanSage Board President. Lisa is a Crown Ministries Budget Coach for Palm Harvest Church in Costa Mesa.

Lisa graduated with a Bachelor of Science degree in Business Administration from the University of Kansas. She earned her Certified Financial Planner™ designation through the College for Financial Planning and is a member of the Financial Planning Association of Orange County.