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's degree in psychology, a Masters of Social Work, is a licensed Clinical Social Worker, and has a Masters of Business Administration degree. 

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.