Why choose Lisa as your financial and investment advisor? Resultsdriven, she goes that extra mile to make sure your goals are met.When the market is down, she will be right there with you to addressany concerns and re-evaluate your goals. Witnessing her clients gothrough the milestones of their lives, while knowing she was there tolisten, help and adapt to their needs, is one of the biggest rewards forher. This is why she is enthusiastic about helping her clients and why sheloves her job. Whether youre planning for retirement or presently goingthrough it, you need someone whom you can trust, someone who hasyour back.

Courshon Judy CPA

Chase Bank

Samuel Kloenne - Chase Home Lending Advisor - NMLS ID 2253927

Umpqua Bank Home Lending