Lisa has 16 years of industry experience. She began her career in 2005 as an investment wholesaler who worked with financial advisors when she discovered she her passion for helping clients with all of their complex financial needs. After joining OneIndiana Financial Group in January 2022, Lisa has been able to help clients think through a variety financial decisions including personal finance, retirement planning, education funding, insurance protection, tax-efficient planning, investment management, estate preservation planning—which are all individually complex and collectively can present a real challenge for people. No single strategy fits everyone, so every client gets her undivided attention—from planning to execution to follow-up. She holds various licenses including her Life and Health Insurance license, FINRA Series 6, 63, 65, and 7. She takes a proactive approach to helping develop a strategy to address financial goals and objectives, using evidence-based, efficient methods. Lisa is looking forward to continuing to help others establish solid financial futures. When Lisa isn’t working, she loves spending time with family and friends, working out, cooking, boating, and spending time at the beach soaking up the sun.