With over 30 years of experience in the financial industry and a founding member of The Cornerstone Group, LLC, Lisa is compassionate and is driven to educate people to make informed decisions in their financial lives. She is a Certified Financial Planner ™ professional, a Certified Public Accountant and holds a BS in accounting from The University of Southern Mississippi. She has the knowledge and skills to objectively assess your current financial status, identify potential problem areas, and recommend appropriate strategies.
Lisa aims to make a difference for her clients by looking at the overall picture rather than just their investments. She believes a financial plan is not just a snapshot but a moving picture that needs constant reviewing and tweaking to keep it on track. Through this process, Lisa has had the good fortune to establish long standing relationships with many of her clients.
Lisa and her husband, Marty, have twin boys, Cole and Slay. Away from the office, Lisa enjoys spending time with her family, playing tennis, cooking and entertaining friends.