Partner | Wealth Advisor | Chief Strategy Officer | Corporate Professionals and Executives
Chief Strategy Officer | Corporate Professionals and Executives
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.
Lisa is a Partner and Wealth Advisor at Brightworth, where she works with a select number of high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Lisa joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.
Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association's Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. Lisa received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.
Lisa is a member of the fee-only National Association of Personal Financial Advisors (NAPFA), the Atlanta Estate Planning Council, and is a founding member and past vice president of Georgia State University’s Financial Planning Alumni Club.
A regular columnist on Kiplinger.com, Lisa’s articles and quotes on wealth management topics have also been featured in The New York Times, The Wall Street Journal, Yahoo Finance, Nasdaq.com, CNBC.com, The Journal of Retirement Planning, Financial Advisor magazine online, Investment News online and Womenetics. Lisa also been featured in the Atlanta Business Chronicle and the Atlanta Journal-Constitution, as well as appearing on local news station WSBTV.
Lisa frequently lectures on a variety of wealth management topics to Fortune 500 executives, attorneys and other financial industry groups across the country. She has taught retirement and investment planning courses at Emory University’s Center for Lifelong Learning and Georgia State University, and has spoken to undergraduate financial planning students at The University of Georgia.
She is the Treasurer for Our House, and is chairperson of their Finance and Audit Committee. Our House is an Atlanta based non-profit that serves homeless children and their families, so they can grow and develop in nurturing, healthy surroundings. She is also a member of the Philanthropic Advisors Leadership Institute, a collaboration among top financial, tax and legal professionals in Atlanta to more effectively assist clients in fulfilling their philanthropic goals.
Lisa and her husband, Jason, enjoy spending time with their three children (9 year old boy/girl twins and 5 year old girl). A native of upstate New York, Lisa enjoys running and has competed in half and full marathons. She also likes spending hours in her kitchen when she can, cooking new dishes.