Lisa graduated from Pacific Lutheran University with a Bachelor of Business Administration. Her background includes experience as a pension plan consultant with a Fortune 500 company, a financial aid counselor for a private university, an accountant for a small non-profit organization, and a business manager for an orchard. Through it all, she counseled friends and co-workers on family finances, budgeting, and retirement planning. She finally decided to make her hobby into her career and obtained her Series 7 and Series 66 securities licenses. She joined Financial Alternatives in 2022 and serves Southeast Washington.
Lisa’s financial services include:
- Retirement planning
- College planning
- Mutual funds
- IRA/Roth IRA investments
- 401(k)/403(b) Rollovers
- Budget/Debt consultation
- Approved 403(b) provider for public schools
- Pension analysis for public school employees
- Brokerage accounts
Lisa and her husband Steve raised four children in rural Northeast Washington, traveling endless miles to follow them in their activities. They recently moved to the Tri-Cities and enjoy kayaking, biking, cross-country skiing, and following their adult children.
“Being married to an educator, I know the Washington retirement system first-hand. My goal is to help clients make sense of complex financial options so they can take steps to prepare for the future, while also providing for their current needs.
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