About Us
WEALTH ADVISOR & FOUNDER, Phoenix Strategic Planning
With over 20 years of experience in finance and strategic advising, Lisa founded Phoenix Strategic Planning to provide thoughtful, transparent, and empowering financial guidance to professionals and families. Drawing from a diverse career spanning Wall Street, family entrepreneurship, and international business, she brings a sophisticated blend of technical expertise, empathy, and real-world insight to her clients.
Her holistic, collaborative, and education-driven approach is rooted in the belief that financial planning should be empowering, not intimidating. Lisa helps clients navigate life’s pivotal moments—such as divorce, inheritance, business ownership, career changes, and estate planning—with purposeful strategies focused on long-term clarity and generational impact. Her goal is not just to manage money, but to empower clients to make confident decisions and live life on their own terms.
Beyond her advisory work, Lisa founded LINK901, a Memphis-based professional women’s network, and has served on the boards of Girls Inc. and March of Dimes. She remains actively involved as a PTA member and alumna volunteer at St. Mary’s. Lisa is a devoted mom to Lily and James, deeply involved in their schools, and passionate about capturing family memories through photography and storytelling. She’s passionate about memory keeping, family history projects, cooking, traveling, and giving back through community events and volunteer work. As a proud Memphian, she is committed to giving back to the communities that shaped her.
How We Help
Retirement Income Planning
Create a dependable income strategy for every stage of retirement.
Tax & Estate Strategies
Coordinate with your tax and legal advisors to protect your wealth and preserve your legacy.
Investment Management
Personalized portfolios designed for steady growth and prudent risk management
Financial Planning for Families & Individuals
Support for life goals, education, charitable giving, or unexpected changes.
Are you Ready to Rise?
Vision & Mission
You are capable of rising to strength and independence with a clear financial strategy.
Phoenix is driven by the mission to educate, support, and guide you past the chaos of uncertainty to a place of security in your financial future.
Contact Us
Get in Touch
Get in touch for experienced financial guidance and personalized investment strategies delivered with your best interests at heart. As a fiduciary in advisory relationships we're committed to helping you take the next step toward lasting financial independence.