Lisa helps clients achieve their goals by creating and implementing financial strategies as part of an overall wealth management plan. She works with high-net-worth individuals and business owners on all aspects of their personal wealth plans. She has nearly two decades of experience in financial planning. Prior to joining Mariner Wealth Advisors, she worked for CBIZ Financial Solutions. Prior to that, she was a financial advisor for Nation, Smith, Hermes, Diamond. Lisa has a bachelor’s degree from the University of Kansas and a master’s degree in financial and tax planning from San Diego State University.