Active in the financial services industry since 1987, Lisa offers knowledge and expertise to help you map out a successful financial future.

Committed to meeting the needs of her clients, Lisa puts more than 23 years of industry experience to work for you. Her personalized, one-on-one approach and attention to detail will help you build the portfolio that’s right for your financial needs and goals.

Lisa is a registered representative of INVEST Financial Corporation and a Certified Financial Planner™ Practitioner. She holds series 7 and 63 securities registrations, and an insurance license.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Locations

Inverness
1500 N. U.S. Hwy. 41
Inverness, FL 34450

Citrus Springs
10241 N. Florida Ave.
Citrus Springs, FL 34434

Crystal River
101 S.E. U.S. Hwy. 19
Crystal River, FL 34429

Floral City
7697 S. Florida Ave.
Floral City, FL 34436

Brooksville Office
7153 Broad Street
Brooksville, FL 34601

Sunshine Grove Office
14001 Cortez Blvd.
Spring Hill, FL 34613

Suncoast Spring Hill Drive Office
14302 Spring Hill Drive
Spring Hill, FL 34609

Port Richey Office
10290 Regency Park Boulevard
Port Richey, FL 34668
727.842.8467