Lisa Faulkner

Retirement Income Specialist

About Me

After 17 years as a college basketball coach, I bring a coach’s mindset to financial strategy. Focused on clarity, discipline, and long-term success. I specialize in helping clients protect and grow their wealth using tax-efficient strategies that create both security and opportunity. I believe financial planning should feel empowering, not overwhelming, and I guide my clients every step of the way. Together, we build a strategy designed to support the life they truly want to live

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