As Managing Director and Wealth Advisor with Prime Capital Financial, Lisa brings more than 30 years of industry experience to the clients she serves. Throughout her career, she has had the privilege of walking alongside clients during life’s most exciting milestones and supporting them through its most challenging moments. A cornerstone of her practice is helping families preserve, grow, and transition wealth across generations, ensuring each client’s values and legacy endure well beyond their lifetime.

Lisa delivers comprehensive, personalized financial guidance to individuals and families, integrating financial and retirement planning, wealth management, estate planning, charitable giving, and legacy planning into a cohesive long-term strategy. She also partners with businesses, corporations, and charitable organizations to design and manage retirement plans such as 401(k), 403(b), and 457 plans, along with other strategic services that help owners, executives, and employees confidently pursue their financial and retirement goals.

Lisa and her husband have two grown daughters who live in the Springfield area. Her youngest daughter is an elementary educator, and her oldest, who is married with four young children, has chosen to follow in Lisa’s footsteps by joining her team as a fully licensed Associate Advisor. When she’s not working with clients, Lisa enjoys spending time with her daughters and grandchildren, traveling, and attending live music events.

Committed to shaping the future of the financial services industry, Lisa is a founding member of The Future of Finance Scholarship Fund, an organization dedicated to expanding opportunities for women entering the field. She proudly serves on its Board of Directors.