Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Lisa grew up on the beautiful island of St. Croix, U.S. Virgin Islands. She graduated with Honors from the University of D.C with a degree in Computer Information & Systems Science. If you ask Lisa how long she’s been in financial services, she will tell you “most of my life!”.  Her father started in the industry in the late 1960’s.  With her father being a successful advisor and income tax professional, she was consistently exposed to various financial concepts starting at a very young age, giving her the ideal foundation for her current career. With her down to earth style, her expertise is making financial concepts easier to understand.  Lisa is passionate about empowering women through education so they can effectively take control of their financial future.  Lisa is a Series 65 Registered Investment Advisor Representative, a Certified Financial Fiduciary® (CFF) , and a licensed insurance producer. Lisa is currently enrolled in a Certified Financial Planner Program at Old Dominion University.  She is a proud mother of three sons and one daughter.  Lisa is a life- long learner who loves to read, laugh and spend time with family and friends.