Lisa has worked in the financial services industry for 30 years joining Merrill as a Financial Advisor in 2006. She serves as an "Essential Resource" to a select group of businesses and families. Her services are closely aligned with client goals and go beyond the single dimension of investments. For over two decades, Lisa has focused on the design, implementation and evaluation of retirement plans for businesses. In addition to the work she does with plan sponsors, Lisa guides individuals to and through retirement by identifying effective strategies in the areas of retirement income planning, portfolio construction and investment management. Lisa has a Bachelor of Arts degree from the University of Colorado at Boulder. She earned her Chartered Retirement Plans Specialist designation through the College for Financial Planning and her Certified 401(k) Professional designation through The Retirement Advisor University. Lisa holds her Certified Plan Fiduciary Advisor (CPFA) through the National Association of Plan Advisors. She was recognized by Financial Times Magazine in the 2015 inaugural "FT 401 Retirement Plan Advisors" list.