Lisa grew up on the beautiful island of St. Croix, U.S. Virgin Islands. She graduated with Honors from the University of D.C with a degree in Computer Information & Systems Science.
If you ask Lisa how long she has been educating people about finances, she will tell you “Most of my life!” As the daughter of a successful advisor and income tax professional, she was consistently exposed to various financial concepts starting at a very young age, giving her the ideal foundation for her current career. With her down to earth style, her expertise is in making financial concepts easier to understand.
Lisa is passionate about empowering through education so that you can effectively take control of your financial future. This is why Lisa has partnered with AFEA. She believes in their mission to “empower Americans to take control of their finances by providing local communities with unbiased financial education.”
Lisa is a Series 65 Registered Investment Advisor Representative, a Certified Financial Fiduciary® (CFF), and a licensed insurance producer.
Lisa is currently enrolled in a Certified Financial Planner (CFP®) Program at Old Dominion University. She is a proud mother of three sons and one daughter. Lisa is a life-long learner who loves to read, laugh and spend time with family and friends.
