No matter the complexity of a client’s financial situation, Lisa helps investors work through their financial matters to design and implement plans that can instill financial confidence. She enjoys building long-term relationships, taking the time to learn about client’s families, careers and financial goals. Lisa’s team-oriented approach serves her well, providing the care clients need and expect.
Lisa joined Lewis Financial Group in 2023 bringing with her 25 years of experience working as a 401(k) representative at Strong Investments and as a financial advisor at Landaas and Company. That wealth of knowledge regarding money management and investing is applied in her continuing work caring for clients’ financial needs.
When she’s not caring for clients, Lisa is helping her community. She works closely with Make-A-Wish Wisconsin helping to organize local events. She is also a Make-A-Wish Wish Grantor making children’s wishes come true. A long-time Muskego resident and founder of the community’s annual Christmas Parade, she and her husband have deep ties to the community where they have lived for more than 20 years with their twin sons, daughter and family dog.
Lisa holds Series 7, 63, and 65 registrations.