Growing up in Gettysburg, PA in the seventies, my family didn’t have a lot of money. My mom always managed for us to live within our means, sewing our clothes, growing a vegetable garden and cooking meals from scratch. When I was in high school, she earned her MBA and when I started college, she moved to Atlanta to find work. She didn’t earn a lot but was always a good saver and started investing with Edward Jones. By 62, she was able to retire and enjoys traveling the world when she’s not spending time with family and friends.
Seeing my mom work hard to create her own wealth and shape her destiny with the help of an advisor had a big impact on me. When my first career in healthcare brought me to Atlanta, I started working with an Edward Jones financial advisor. My advisor helped me achieve my dream of getting my MBA, without student loans, while staying on track for retirement.
That’s when I decided I wanted to pay if forward and become a financial advisor focusing on helping other hard-working professionals transform their disciplined saving into intentional investing to achieve their dreams and shape their future.
I believe my experience as a client helps me to be a more thoughtful and compassionate advisor. My clients value my advice and appreciate ongoing accountability in order to make decisions based on what’s important to them. They know that my recommendations are strategic, personalized and take into account cost and tax efficiency. I also enjoy working with their attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Besides being passionate about my work, I also enjoy spending time with my family and giving back to the community. I live in Smyrna with my husband, Anthony, and daughter, Skylar. I volunteer my time to serve on the executive board of the Smyrna Business Association and am a board member of the Smyrna Arts Council. I'm also a member of the Cobb Chamber of Commerce.
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Community Outreach
- Spending Time with Family
- Personal Fitness
- Health & Nutrition
- Art & Theater
Office Address4500 West Village Pl SE
Smyrna, GA 30080
Phone NumberLisa A Hawk at (770) 702-0407
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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