Lisa leads her practice with over 20 years of experience and has her CERTIFIED FINANCIAL PLANNER (CFP^®) designation, Registered Retirement Counselor (RRC), and Elder Planner Counselor (EPC) designations. During her time as a Executive Financial Consultant, she has empowered clients with knowledge, confidence and peace of mind through comprehensive financial planning. Publications Making Human Connections My Business Magazine - April 18 2019 Read more