A close-knit
team committed to serving you

Committed to putting the best interest of our clients first, Lisa works meticulously to help ensure that their needs are met and that their expectations are exceeded. Responsible, organized and extremely friendly, Lisa has a sincere desire to help people achieve their goals and serves as a readily accessible resource for clients.

Lisa helps ensure that all office procedures and systems are running smoothly and efficiently; she is responsible for daily client interaction, appointment scheduling and account maintenance. Lisa is a great resource for any inquires you may have regarding statements, account transfers, money movement and general account questions and requests.

Lisa traveled extensively as a young adult, venturing to many places and meeting a variety of people. She thinks that this experience has given her the outlook and personality to converse and identify with people from all walks of life. Lisa joined our team in 2012, after working in prior administrative roles in the financial planning industry.

Lisa attended Fox Valley Technical College in Wisconsin, where she was a member of Phi Theta Kappa. Originally from Scunthorpe, England (Lincolnshire), Lisa earned an associate's degree in business administration from Calcot Business College in Scunthorpe, England, and a certificate in design and textiles from Grimsby Art School in England. She currently lives in Milwaukee with her fiancé, Brad, daughter, Calliya-Mae and dog, Coco. In her free time, Lisa enjoys being outdoors, practising yoga, socializing with friends and traveling with family. As an active member of Special Spaces, she uses her design skills to help the nonprofit create dream bedrooms for children with life-challenging illnesses.

Planning Financially for Living Beyond 120

Client Travels
I am motivated
by a sincere desire to help people achieve their goals.
Lisa Sheridan