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Lisa serves as an Advisor with First Investments and Planning. Her primary role is assisting retail high net worth clients in all aspects of financial planning, investments, and insurance needs in an attempt to help our clients achieve their financial goals. These goals often include wealth accumulation, retirement income planning, tax savings, saving for college, wealth transfer, and protecting against the unexpected. She can be found at three locations, Norfolk, Columbus and David City.
Lisa has over 30 years of experience in the financial industry and served as Vice President at US Bancorp Investments prior to joining First Investments & Planning in 2005. Lisa holds Series 6, 7, 63, 65 and 66 securities registrations Lisa has a Bachelor’s degree from Bellevue University. She served as president of Optimist International from 2009-2010.
Lisa currently serves on both the Raymond A Whitwer Tilden Public Library board and library foundation and enjoys singing in her church choir.
She also has the reputation of having the most beautiful yard in her community. Lisa is an avid vegetable gardener too. The excess produce is shared with friends or preserved by canning or freezing for future use. Her grandson makes the testimony that “My granny is a good weed puller”. Since Lisa grew up on the family farm, restoring her father’s 1954 International Super MTA tractor is a reminder of her roots and strong work ethics.
2623 13th Street
PO Box 730
Columbus, NE 68601
1500 Market Lane
Norfolk, NE 68701
397 4th St
David City, NE 68632
My motivation comes from making a difference in clients lives by helping provide them peace of mind through security & prosperity.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE