Our Qualifications


Lisa Schomer has three decades of experience in the financial services industry.  Lisa helps individuals and small businesses design comprehensive wealth management plans and customized investment strategies designed for wealth accumulation, wealth distribution to pursue a comfortable retirement, and the ultimate transfer of wealth.  She specializes in 401(k) transition assistance, retirement, and income planning.  Prior to working as an independent CERTIFIED FINANCIAL PLANNER ™ professional, Lisa was a Vice president for Van Kampen Investments, a subsidiary of Morgan Stanley.

 Lisa is registered and licensed in both securities and life insurance.

 Series 6,7,24,63 (registrations held with LPL Financial)