About Us

Lisa is passionate about helping people manage their day to day finances, mail processing, filling out forms, organizing office spaces, and preparing for tax filings. Her goal is to provide clients, and their families, who are going through transitions in life, or are just plain busy, to find peace of mind so they can focus on having the best possible quality of life.   

She is a Ramsey Solutions Master Financial Coach and member of the American Association of Daily Money Managers. She has a Masters of Social Work, is a licensed Clinical Social Worker, and has a Masters of Business Administration degree. She also earned her certification as a Certified Financial Social Worker and a Certified Daily Money Manager. 

Lisa is married with two adult children and lives in Zionsville, IN. She is a member at Traders Point Christian Church. She has many interests, including reading, learning new things, meeting people, and spending time with her family and pets. 

She is looking forward to meeting you.