When Lisa joined the Grand Wealth team in 2022, she was able to transition her financial planning experience and training into a client facing role. She has a strong passion to help clients with the details of their financial lives, all while keeping their long term goals in perspective. Lisa is a great addition to our advisory team with her calm and systematic approach to finanical analysis.
Lisa explains: “I love working directly with our clients. It is impressive to see and exciting to be a part of a firm that focuses on their clients as individuals. It is important to me to be a part of a team that is helping people make sense of their personal financial goals and tending to the detailed planning that speaks to their core values.”
Grand Wealth was delighted to welcome Lisa to our advisory team. Integral to our continuum of client care, Lisa provides financial planning analysis and support. She also participates in clients meetings, and assists in meeting preparation and follow up. Lisa also works directly with our clients in between meetings to ensure all client requests are taken care of. Lastly, she assists with trading and other portfolio management tasks as needed.
Before joining Grand Wealth, Lisa had served as a behind-the-scenes financial planner for a firm offering back-office services to independent financial advisors across the country. She also achieved her Certified Financial Planner™ certification during that time. Prior to that, she’d been an insurance claims adjuster.
When Lisa isn’t in the office, you’ll find her participating in half-marathons and open-water swim meets around Michigan, tinkering in the home she purchased near downtown Grand Rapids, and spending time with family. She also looks forward to visiting Spain and Portugal, someday, where she can put her Spanish to good use. Last but not least, Lisa is a word-game enthusiast, who claims she can beat just about anybody at Wordle.
- Bachelor of Arts, Calvin University
- CERTIFIED FINANCIAL PLANNER™ professional