Lisa studied international business and marketing as an undergraduate. After working in the field of sports marketing—and deciding she didn’t see a future for herself there—she returned to school to earn her MBA, this time focusing on finance. Lisa interviewed at several firms in Atlanta, but especially loved the culture at Ashford Advisors.
When a client gets a new job or a promotion or starts planning to buy a house or have children, Lisa is often one of the first people to find out. She creates coordinated financial plans to help her clients identify upcoming choices and make the best decisions about their future finances.