For the last 27 years, Lisa has been dedicated to her career in the financial industry. After obtaining her Securities and insurance licenses, Lisa and her mother, Diane, formed PlanSmart Financial Services. In order to further her financial education, Lisa obtained a BA in Business from DePaul University and her CFP® certification in 1998. Lisa’s top priority is helping clients set and reach goals while providing trustworthy, expert advice with integrity and personal service. Lisa offers top tier guidance to clients of high-net-worth, successful professionals, business owners, retirees and more.