Chief Strategy Officer – Corporate Professionals and Executives, Partner | Wealth Advisor
Lisa has focused her entire career in wealth management for high-net-worth families with an intentional focus on executive compensation planning. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future." Her straightforward, results-oriented approach appeals to the busy professional.
Lisa is the Chief Strategy Officer for Brightworth’s Corporate Professionals and Executives specialty. In addition to working with clients, Lisa oversees the firm’s development strategy to serve more corporate professionals with excellence and expertise specific to their complex tax and financial needs, which has been her niche for the past 20 years.
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, was promoted to Wealth Advisor in 2009, become the youngest female to achieve Partner status in 2010, and was tapped to oversee the Corporate Professionals and Executives service line in 2019.
During her tenure at Brightworth, she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”. A regular columnist on Kiplinger.com, Lisa’s articles and quotes on wealth management topics have also been featured in many local and national media outlets including The New York Times andThe Wall Street Journal.
Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the designation of Certified Investment Management AnalystSM. She received her Masters in Business Administration with a personal financial planning concentration from Georgia State University and graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.
Community service is important to her, with a focus on serving families with children who are experiencing homelessness. She serves on the Board of Family Promise of Forsyth County, is the former Treasurer for Our House in Atlanta (formerly Genesis Shelter), is a member of United Way’s Cole Society, as well as a member of the Philanthropic Advisors Leadership Institute.
Lisa and her husband, Jason, enjoy spending time with their three children (10 year old boy/girl twins and 7 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.