I’m Lisa Kerwin. And I help women who have spent at least a few decades working hard to make a name for themselves in business. However, now they want to get out of the grind and step into a new meaningful season – without sacrificing their lifestyle.

This means giving back, starting a consulting career, building a business, traveling the world or checking off some of those bucket list items that have been a big dream for a while.

If you desire to work because you WANT to, NOT because you have to… I am the financial advisor for you!

I’m really passionate about helping more women get more of what they want in this world, so I do things differently around here.

When we work together, we will sit down, face to face to uncover your big dreams and goals in life.

Then, we will figure out how much money you need to make that happen.

Next, we will create a realistic, time-sensitive strategy so that you can feel financially confident that these big dreams of yours can come to life.

It’s all starts on a quick 30-minute Zoom call.

The next best step is to click the “Request an Appointment” button on my website above, fill out the short contact form, and then I will reach out to schedule a connection call.

No homework required. You are already busy enough. Just show up and I’ll lead the way.

I can’t wait to get to know you.

Here’s some fun facts so you can get to know me before we meet:
In addition to enjoying my dream job every day, I am an active mom to three great kiddos. We love all the outdoor activities the Pacific Northwest has to offer! Swimming in the Sound, skiing and hiking in the mountains, and exploring all the beauty of Washington State – or wherever our adventures take us!

Prior to becoming a financial advisor for some amazing women, I was an engineer working hard to prove myself in a male-dominated industry. Then, I decided to follow my heart and pursue a career that would fulfill me and allow me to help more women do the same too.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Skiing
  • Running
  • Hiking
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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