About Us

Lisa is passionate about helping people manage their day to day finances. She is a Ramsey Solutions Master Financial Coach and member of the American Association of Daily Money Managers. She has a Bachelor degree in psychology, a Master of Social Work, a License in Clinical Social Work, and has a Master of Business Administration degree. 

Lisa is married with two children and lives in Zionsville, IN. She is a member and volunteer at Traders Point Christian Church.