Lisa is a Senior Premier Financial Advisor with 19 years of experience currently serving the Rock County areas. Whether her clients are looking to grow their personal wealth or protect it, Lisa helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Harris Financial Advisors team, Lisa was a Branch Manager with Citibank. Lisa earned a Bachelor of Arts degree in Consumer Science from University of Wisconsin - Madison. She is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 7, 26, 63, and 66, 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 CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.