As founder and financial consultant with One Vision Retirement, Lisa specializes in providing comprehensive financial planning and investment management services to individuals, families and business owners. Lisa’s mission is to help clients pursue their personal vision of success and work toward the retirement they deserve and strived to attain.
Lisa has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. She begins by helping you to identify your financial goals and concerns. Then, she illustrates what is currently being done to address your goals. And finally, she discovers gaps in the overall plan and offers solutions to fill those gaps.
From the initial meeting to the formulation and implementation of the plan, Lisa takes a nurturing approach with her clients, accessible and available every step of the way. Working as a fiduciary to her clients, it is Lisa’s legal duty to put her clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.
Lisa graduated from Kenyon College and was past president of the Mission Viejo Chamber of Commerce. When Lisa is not at work, she enjoys cooking, hiking and listening to a variety of music. She is enjoying her new home in Prescott Valley, AZ.