NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
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’s been in financial services, she will tell you “most of my life!”. Her father started in the industry in the late 1960’s. With her father being 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 making financial concepts easier to understand. Lisa is passionate about empowering women through education so they can effectively take control of their financial future.
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 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.