Lisa Black

Lisa is a client-focused financial services professional with extensive experience helping individuals and families navigate their financial goals. Known for her relationship-driven approach, she works closely with clients to support thoughtful financial planning and help them feel confident in their investment and retirement decisions. 

Lisa holds Series 6 and Series 63 licenses and is valued for her ability to simplify complex financial concepts while delivering attentive, personalized service. Outside of work, Lisa enjoys traveling the country in her motorhome—having explored 38 states—gardening, and taking on projects as a proud handywoman. 

She is also raising her 10-year-old grandson and spends much of her free time cheering him on at baseball, wrestling, and surfing events, and occasionally playing a round of golf—though she’ll admit it’s usually a terrible one.