Lisa Cargill, ChFC®, CLU®, CRPC™*, CDFA® is a financial advisor and boasts over 27 years of experience in the industry. Lisa graduated from Western Michigan University with a degree in Industrial Marketing and Business. She continued her education after becoming a financial advisor with her many Professional Designations. These have provided her with more in-depth knowledge of the financial industry in order to give professional advice to her clients. Her Certified Divorce Financial Analyst (CDFA) designation was imperative in order for her to be more knowledgeable in this area.
Lisa’s approach to wealth management is personalized, ensuring each client receives tailored recommendations. She specializes in retirement, divorce, and overall comprehensive financial planning. Her commitment to her clients is evident in her referral network with the strong relationships she has with her clients and other professionals.
Lisa is married to Tim and has two boys. Her oldest, Raymond, plays football at Kalamazoo College, and her youngest, Brendan, will be playing basketball at Hope College. She also has twin stepdaughters that she is very proud of. Let’s not forget the family labradoodle, Rocky.
Outside of work, Lisa is busy attending her boy's sporting events, spending time with family and friends, golfing, and heading to the cottage in Northern Michigan.
*CRPC conferred by College for Financial Planning.