Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Lissa is a Principal in the North Bay office. She is a member of the firm’s Wealth Management practice and assists in the complex process of creating and maintaining financial plans for clients. She also works on ad hoc operations projects.
Prior to joining Cerity Partners, Lissa was a Planning & Operations Analyst at Brouwer & Janachowski. She supported Wealth Advisors with the financial planning and analysis process. She also provided project management for the Smart Counsel advisory campaigns.
Lissa has worked in the Financial Services industry since 1993. She was a Financial Advisor at Wells Fargo Advisors and Morgan Stanley, and a Managing Director of Technology at Charles Schwab.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.