“A dedication to fostering long-term partnerships based on trust and individual service”
Lisa manages the daily operations at Focus Wealth Planning. She assures that clients are supported with a high level of service and consistency to continue building lifelong partnerships. Prior to joining our team, Lisa’s experience has been in providing client focused services in the financial services industry for over 30 years.
Lisa is a Georgia native and studied at Southwestern Community College. She and her husband have been residents of China Grove for more than 30 years. She enjoys spending time with her grandsons, gardening, hiking, and traveling with her husband.