Designations and Education
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Chartered Financial Consultant (ChFC®)
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Certified Financial Planner ® Candidate
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Financial Planning Association (FPA)
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Registered Para Planner (RP)
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Bachelor of Science, University of Utah
Career
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Worked for the LDS Church from 1999 to 2012
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Has worked at DMBA from 2012 to the present
Financial Management Experience and Philosophy
Lisa is a strong proponent of comprehensive, holistic financial planning. Using a recently developed or updated financial plan
as a foundation and a guideline, Lisa works with participants to achieve their current goals and help them prepare for their
future retirement goals and obligations.
Personal
Lisa was born in Houston and raised in Utah. She and her husband of 23 years, live in Syracuse with their two children, two dogs,
and their cat.
Lisa loves to push herself to improve and be her best. She has completed several half marathons and a 50-mile ultra marathon.