4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Lisa joined CAPTRUST in 2013 and serves as a manager in plan consulting. She is responsible for assisting financial advisors and client management consultants with addressing client issues, questions, and concerns regarding retirement plans, as well as providing training for our clients. Prior to joining the firm, Lisa was a administration team leader with Freedom One Retirement Services. She has worked in the industry since 1986.