Lisa Hergenroeder, CFP®, EA, AIF®, ChFC®, CLU®, earned a Bachelor of Science degree in Business Administration with dual concentrations in Finance and Marketing from Towson University. She is a CERTIFIED FINANCIAL PLANNER™ certificant, having been awarded that designation by the Certified Financial Planner Board of Standards. In 2006, Lisa became an Enrolled Agent (EA). This designation was earned by demonstrating technical competence in the field of taxation by successfully completing the two-day Internal Revenue Service Special Enrollment Examination (SEE) and being subjected to a rigorous background check. She was also awarded the Chartered Financial Consultant (ChFC®) and Chartered Li