Lisa spent 15 years working in the investment industry and climbing the corporate ladder before leaving her VP role to pursue her calling as a financial mentor to women. The majority of her career revolved around global asset management, stocks, trading, investment portfolios, and the technology behind those things. 

The clients she had the honor of working with were the top investment banks and financial institutions in the world.

She also volunteered as a mentor and financial educator for underprivileged women in Los Angeles. 

In her coaching practice, she combines her unique skills and experience as a health coach and investment professional to guide clients toward optimal financial wellness via education and accountability. Whether you're a new investor, experienced investor, or working to adapt new habits to transform your financial mindset, Lisa can provide you with the tools and guidance necessary for you to make informed decisions with greater peace of mind. 

Unlike a financial advisor, she doesn't represent a financial institution and doesn't retain a percent of your investments as her fee. You can feel confident knowing her guidance is without bias.

Ready to take control of your money and feel really good about your finances?