Hi, I’m Lisa. I did not start my career in estate planning. I began as a litigator, working in a world of conflict, deadlines, and disputes. I was good at it, but it stopped feeling like the work I wanted to do.

Then it became personal. In a short span of time, I lost my brother and my best friend, both in their mid-30s, and a close friend and mentor in his late 40s. I saw how hard it is for a grieving family to access accounts, deal with creditors, and figure out what comes next when little or no planning is in place. Around the same time, my father developed Alzheimer’s disease and needed nursing home care, and I helped my parents through the decisions that followed.

Those experiences changed the direction of my career. Today I help families think through the “what ifs” before they become emergencies. I have been the lawyer helping a family through a difficult time, and I have been the daughter, the sister, and the friend on the other side of the desk. That perspective shapes every plan I create. I look forward to meeting you.