Our Qualifications

Lisa has over 25 years of experience in the financial services industry. 

Lisa obtained her insurance agents license in 1991 and her Series 7 and Series 63 in 1992.  Since that time, she has also obtained her Series 65 securities license and Variable Products agent license with the State of Georgia.

She is a life-long resident of Cumming, GA and an active member of Pine Crest Baptist Church, where she currently serves on the finance committee and is the adult choir director.  She graduated from Forsyth County High School in 1985 and enjoys spending time with her husband and two children.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Check the background of this investment professional on FINRA's BrokerCheck.