When I was a little girl, I loved helping my dad at his gas station. I would greet customers, pump gas, sell soda pop and help count the money at the end of the day. Working together, learning at my dad’s side, watching him and my mom provide for our family… It was foundational to me.
My name is Lisa. I am a financial advisor. These words are simple, but they don’t tell you what's important to me or what experiences have changed me. What I hope these words do, however, is inspire hope. A little about me: Prior to Edward Jones, I was a CPA for over 20 years. I care deeply about helping others, I love to sing and I like sudoku puzzles. I’ve been through struggles, and I’ve come out stronger, but not the same, on the other side. Family is very important, and friendships are the icing on the cake. My “why” is encapsulated by the need to help others reach their dreams, especially when life ends up different than originally envisioned. My “why Edward Jones” is because I was a client over 20 years and the culture and the mantra to put the client’s needs first matches what is important to me personally.
So, who are you? I want to know what makes you who you are today. What is important to you? Why is it important? These are the questions I am privileged to ask. Because once I know the answers, I get to harness the incredible backing of thousands of amazing people at Edward Jones. They give me the processes and resources I need to tailor a solution to fit your goals. Whether your dream is to buy a house, take a trip of a lifetime, retire comfortably, protect your family, leave an inheritance, or anything in between, I can’t wait to get to know you, partner with you for years to come and help you stay on track to live the life of your dreams.
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Insurance & Annuities
My Personal Interests
- Art & Theater
- Spending Time with Family
Phone NumberLisa A Wandrey at (801) 334-6261
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