Lisa joined the Creative Financial Partners team in November of 2019. She began her career in the financial services industry in 2000 as a Branch Office Administrator for Edward Jones; it is there she developed a true admiration for the field. In 2005, Lisa joined JPM Chase as a licensed banker and performed in the top ten percent of her peers, nationally. Later, while with State Farm in Lima, Ohio, Lisa led the agency to Million Dollar Round Table for six consecutive years. Under her leadership, the agency performed in the top five percent of the State Farm enterprise. Lisa hold her Series 6 FINRA registration.
Lisa loves to use her experience to teach clients and peers alike. In her spare time, she enjoys vacationing with her husband of thirty-three years, their four children and two grandbabies...preferably on the Carolina coast where her roots are.