Lisa is a Senior Premier Financial Advisor with 19 years of experience currently serving the Rock County areas. Whether her clients are saving for retirement, their children or grandchildren’s college fund, or preparing to retire, Lisa helps clients determine specific investment directions to help keep them on track to achieving their financial goals.
Prior to joining the BMO Investment Services team, Lisa was a Branch Manager with Citibank. Lisa earned a Bachelor of Arts degree in Personal Finance from University of Wisconsin - Madison. She is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7, 26, 63, and 66, held through LPL Financial along with her life, health, and annuity insurance licenses.
Lisa lives in Janesville with her husband and their twins. In her spare time, she loves spending time with the family, doing craft projects, bike riding and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.