Lisa Dawson

Lisa is a financial services professional with a unique background of experience in business banking and the investment advisory industry.  Growing up in the Midwest in a small farming community, Lisa developed a strong desire to make an impact in the lives of others.  This led her into a career as a Financial Advisor where she feels that even small changes in trajectory can have a massive impact when it comes to money matters.  With a “serve others” mentality, Lisa loves providing education, tools and resources that empower families to make smart decisions about their money.  She and her husband, Scott enjoy cooking, relaxing on their horse farm, and spending time with family.  Lisa and Scott are proud of their three sons, all of whom are serving, or have served in the United States Military representing the US Navy, US Air Force and US Army.  Lisa enjoys helping families navigate life events through asset management, estate & legacy planning as well as their pre- and post-retirement needs.