I am a MAKER. I’ve been a financial services professional for over 20 years, working as a full-service financial advisor since 2014. I began my career at American Funds/Capital Group, one of the largest and oldest investment firms in the United States. The years spent at American Funds provided me with best-in-the-industry technical training in investments analysis, portfolio construction and the skills to educate my clients without using industry jargon or technical terms.

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In 2014, I became an entrepreneur when I opened my first financial advisory practice with Edward Jones. For the last 7 years, I have collaborated with my clients while they make significant financial decisions. I pride myself on being a co-creator with them, writing customized plans that give my clients the specific steps to build the meaningful lives they desire. My clients are people who make a difference in the world. As a mother of 3 (almost grown) children, I understand that life has different chapters with their own challenges. I welcome the opportunity to help you navigate your challenges through MAKERS Wealth Management. Gina and I are registered to serve our clients across the country.

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Lisa