I transitioned to Edward Jones in 2019 after working in the physical therapy field for over a decade. During that time, I developed a passion for helping my patients recover and grow. My goal was to have each patient leave my office better than when they came in. This passion is also what drew me to my new career with Edward Jones, where I am able to partner with clients over their lifetimes and help them understand and reach their long-term financial goals. Edward Jones' emphasis on partnering with our clients allows me to assess the needs of the individual, and create a strategy to serve them best.
I am proud to serve a variety of clients including:
My areas of focus:
-Business Owner Needs and Retirement Plan Strategies
-Survivor and Long-Term Needs
On a more personal note. My husband, Lorien, and I are the parents to an amazing little girl, Eveleen. As a family, we have a strong sense of community and desire to give back as much as we can. We spend our time trying new recipes and discovering new trails to hike, and we are avid CrossFitters.
My hope is that by partnering together, we can help you build and protect your future, and make your goals a reality. If you would like to have a conversation or learn more, please call us today!
My Personal Interests
- Active Lifestyle
- Community Outreach
- Health & Nutrition
Office Address12722 SE 312th St Suite C
Auburn, WA 98092
Phone NumberLisa McCann at (253) 329-2088
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