2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Senior Financial Advisor,
Relationship Manager
Lisa joined CAPTRUST in 2014 as a financial advisor, relationship manager with the firm’s partnership with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to encourage corporate fiduciaries to sponsor retirement plans that provide financial security for all employees.
Prior to the partnership, Lisa served as chief compliance officer and chief financial officer of DCAdvisors, and has worked in the industry since 1983.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
We are pleased to announce 11 CAPTRUST advisor teams have...
Today, the House of Representatives passed and President Trump is...