Lisa joined GoldBook Financial in July 2024 as a Financial Planner specializing in retirement planning, financial planning and estate planning. With over 16 years in the financial services industry, Lisa has dedicated herself to providing her clients with the products and services to help them meet their financial goals, estate strategies and insurance needs.

Lisa has spent most of her career providing financial support to Teachers and other not for profit 403b and 457 plans. She has extensive experience working in the CalSTRS Pension and many of the California School Districts.

Lisa graduated from the University of Colorado Boulder with a Bachelor of Political Science and Economics.

In her free time, Lisa enjoys going to soccer games, baseball games and karate tournaments for her children. She also enjoys taking her dogs, Blu and Shelby, on long walks around her neighborhood in Poway. She also enjoys going to Kauai with her husband when they get a second to get away.