Lisa graduated from Arizona State University with a Bachelor of Science in Finance and has worked in financial services for 14 years. She started her career in Arizona, first as credit manager for AmeriCredit, then with Vanguard in their Retail Operations department. Before joining Welch Financial Planning, LLC in 2018, Lisa worked for Scottrade (now part of TD Ameritrade) as a broker in their Virtual Branch office.
With her financial services background and Series 7, 63 and 66 licenses, Lisa brings analytical skills, financial product knowledge, as well as a client-centered focus to our firm as a financial advisor. Her expertise includes creative problem-solving and helping craft individualized plans for our clients.
Outside of work, Lisa has served in numerous volunteer and leadership positions at her children’s schools and outside charity organizations. She enjoys long walks with her husband and two dogs, cheering on her youngest son at his baseball games, traveling to Arizona to visit her middle son at her alma mater, and working alongside her daughter at WFP.