Our Qualifications

Lisa received her BA from DePaul University and is currently a CERTIFIED FINANCIAL PLANNER ™. She has been in the financial planning industry since 1991.Through positive communication, Lisa determines her clients' specific goals and develops a comprehensive strategy tailored to meet their short and long-term objectives. Her comprehensive approach to financial consulting includes retirement, insurance, estate and tax planning and preparation. All of these services are provided with the highest level of personal service. Lisa's professional affiliations include the Financial Planning Association, (FPA)and a membership in the Naperville Chamber of Commerce. Lisa can provide educational seminars on a variety of financial planning, estate planning, and 401(k) plan topics. Coming from a family of teachers, Lisa has a special knowledge of teacher's retirement plans and she holds meetings annually for teachers.