About Lisa
Lisa has provided financial advice to clients for over three decades. She is driven by a strong desire to help others. She and the team focus on treating others the way they want to be treated. In doing this, clients of Horizon Clarity become family. Lisa has always been fascinated by all things financial, and she has combined that interest with her degree in teaching to provide advice, guidance, and education to her clients. She sees herself as her client’s teacher, coach, and cheerleader.
Lisa holds FINRA Series 7, 63, and 65 licensure held through LPL Financial, and her Life & Health Insurance license.
When not in the office, Lisa enjoys drawing, painting, and crafts. She keeps active spending time working out, being outdoors, and working in her garden. She and her husband Gary have two sons, Tyler and AJ.