Lisa joined the LMT Wealth Management Group in early 2013 and holds the Chartered Retirement Planning Counselor™, CRPC™ designation awarded through the College for Financial Planning Institutes Corp. As a Financial Advisor, Lisa’s follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them, and is passionate about delivering excellent service.
Lisa graduated from The University of Texas at Tyler with a Bachelor’s of Business Administration in Finance. She and her husband Patrick reside in Bullard with their daughters and are members of Flint Baptist Church.
As a Senior Financial Advisor located in Tyler, TX, I am passionate about helping high net worth individuals and families achieve their financial dreams with ease. I truly believe there is no better place to be a client given the expansive resources of Merrill Lynch coupled with personalized attention of the LMT Wealth Management Group.
I follow a disciplined process that begins with first taking the time to get to know each client's financial situation and what matters most to them. Following that, I provide a custom Personal Wealth Analysis to help you visualize those goals and implement potential solutions so you can pursue your life's dreams.
I joined The LMT Wealth Management Group in early 2013 and hold the Chartered Retirement Planning Counselor™, CRPC™ designation awarded through the College for Financial Planning Institutes Corp. The LMT Group serves institutional and individual clients in over 41 states- being named Forbes "Best-in-State Wealth Management Teams", 2023-2025 (Published annually in January. Rankings based on data as of March 31 of prior year.) My role on the team includes serving multi-generational families with retirement and legacy wealth planning.
As a life-long East Texan, I am a proud alumna of The University of Texas at Tyler where I earned a BBA in Finance. My husband and I are active volunteers in the community and our church, while also enjoying weekends spent outdoors coaching and cheering on our two daughters.
For additional information, call me at 903.535.4715 or connect with me on LinkedIn.
Forbes"Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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