Designations and Licenses

Lisa is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Lisa works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Lisa was a financial planner for a family office, creating financial planning case designs. Before that, she was a financial planner for an asset management platform, working with advisors across the country to create customized financial plans.

Lisa holds a bachelor’s degree in Spanish from Calvin University.

Personal Interests

Away from the office, Lisa enjoys running, open water swimming and exploring the Lake Michigan shoreline.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.