Lisa joined PWA in November 2025 as a Wealth Advisor. She brings a strong foundation in economics and a well-rounded regulatory background to her role. Lisa earned her Bachelor of Arts in Economics from the University of Illinois and holds her FINRA Series 7, 24, 53, and 63 securities registrations with LPL Financial, along with Health and Life insurance licenses. Her broad range of credentials allows her to support clients with thoughtful guidance across a variety of financial planning and investment needs.
Lisa is known for her detail-oriented approach and commitment to helping clients feel confident and informed as they work toward their financial goals. She values building long-term relationships and believes successful planning starts with truly understanding each client’s unique priorities and life circumstances.
Lisa resides in Northbrook, Illinois, with her husband, Bob, and their two daughters. Outside of the office, she enjoys running, exploring ancestry research, and capturing meaningful moments through photography.
Favorite quote:
“Everything happens for a reason.”