A champion of her client’s financial health, Lisa brings over 30 years of experience to Middleburg Financial where she’ll be helping her clients navigate the complexities of trust, estate, and investment matters.
“When someone feels overwhelmed with their financial picture and asks how we can help make it uncomplicated, that’s where I step in and help them make an informed decision. Knowing I’ve made a client’s life less stressful and complicated is an accomplishment each and every time.”
Lisa holds Certified Trust and Financial Advisor (CTFA) and Certified Senior Advisor (CSA) designations, and is a member of the Hampton Roads Estate Planning Council and Peninsula Estate Planning Council. She’s a graduate of Campbell University and received her Certified Financial Planner (CFP®) certification from Old Dominion University.
She’s an advocate for autism and early childhood literacy, and enjoys spending time with family and friends.