Lisa has been in the financial services industry since 1991 and incorporates her knowledge of tax planning into financial and investment decisions for her clients. Lisa believes gaining trust by knowing her clients well is the key to providing the most valuable service.
Partnering with Berger Financial Group in 2021, Lisa is very excited to engage and collaborate with a likeminded team at the firm. Adding more structure to the flow of business will help ensure she can spend more time with clients.
In her spare time, Lisa enjoys being with family, reading and gardening.