Lisa has spent more than 30 years helping clients bring their financial goals to life. As a Certified Financial Planner™ (CFP®) professional, she combines experience, insight, and genuine care to create comprehensive financial plans tailored to each client’s needs. Lisa works with individuals, families, and small businesses, helping them prepare for the future, build stability, and navigate key moments — from succession planning to long-term financial growth.
A proud graduate of Louisiana State University, Lisa earned her bachelor’s degree in Finance before pursuing advanced credentials in her field. In addition to her CFP® certification, she holds FINRA Series 6, 7, 24, 51, and 63 licenses, and is an active member of both the Financial Planning Association® (FPA®) and the Financial Services Institute (FSI). She’s a firm believer in lifelong learning and stays up to date through continuing education, seminars, and reading top financial publications.
Outside the office, Lisa enjoys cooking, traveling, playing tennis, pottery, and knitting — creative outlets that help her stay balanced and inspired. She also finds joy in giving back to the Lafayette community, volunteering through her church and organizations such as the Daughters of the American Revolution and the Salvation Army.
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