Driven by a genuine desire for connecting with others, Lisa’s favorite part of being a financial advisor is the relationships formed. Helping clients plan for their goals with guidance, patience and knowledge is her priority. She believes that achieving financial security is so much more than the numbers…it’s dreams come true through planning.
She began her career as a financial advisor in 2004 and has worked across many facets of the industry, including coaching advisors. Prior to joining Wealth Distribution Strategies, she spent 12 years with a global asset management firm. She holds a BA in International Economics from the University of Wisconsin – Milwaukee and an MBA from Alverno College. While attending UW – Milwaukee, she spent a semester at the Herstmonceux International Study Centre in England. Her passion for the Spanish language, and emersion in different cultures, lead her to attend the Cuanahuac Language Institute in Cuernavaca, Mexico where she lived with a family.
Lisa resides in Greenfield, WI very close to her family and childhood home. She has two daughters, Vanessa (2007) and Natalie (2011). Being with her immediate and extended family is very important and occupies a lot of her free time. Her family enjoys a lake house in northern WI and spends as much time there, together, as they can. She’s known to have more than one trip planned at once and enjoys everything from short weekends away to road trips to the coasts to relaxing vacations in the Caribbean.