Partner | Wealth Advisor | Chief Strategy Officer | Corporate Professionals and Executives
Chief Strategy Officer | Corporate Professionals and Executives
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.
Lisa is the Chief Strategy Officer for Brightworth’s Corporate Professionals and Executives specialty. In addition to working with clients, she oversees the firm’s development strategy to serve more corporate executives with excellence and expertise specific to their complex tax and financial needs. This has been her niche for the past 20 years. Lisa joined Brightworth in 2005 and became a Partner in 2010. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.
Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner and has completed the Investment Management Consultants Association's Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. She received her Masters in Business Administration with a personal financial planning concentration from Georgia State University and graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.
Her first book, Girl Talk, Money Talk. The Smart Girl’s Guide to Money After College, was published in 2019 to set young women on a smart financial path early in life. A regular columnist on Kiplinger.com, Lisa’s numerous articles and quotes on wealth management topics have also been featured in The New York Times, The Wall Street Journal, Yahoo Finance, Nasdaq.com, CNBC.com, The Journal of Retirement Planning, Financial Advisor Magazine online, Investment News online and Womenetics. Lisa also been featured in the Atlanta Business Chronicle and the Atlanta Journal-Constitution, as well as appearing on local news station WSBTV. Lisa frequently lectures on a variety of wealth management topics to Fortune 500 executives, attorneys and other financial industry groups across the country.
Supporting families and children experiencing homelessness is her passion in the community. Lisa serves on the Board of Family Promise of Forsyth County, is the past Treasurer and chairperson of the Finance and Audit Committee for Our House, Inc., is a member of the Major and Planned Giving Committee for The Atlanta Ronald McDonald House and has coached Girls on the Run for the past two years. She is also a member of the Philanthropic Advisors Leadership Institute.
Lisa and her husband, Jason, enjoy spending time with their three children (11 year old boy/girl twins and 7 year old girl). A native of upstate New York, Lisa enjoys running and has competed in half and full marathons. She also likes spending hours in her kitchen when she can, cooking new dishes.