Lisa Elkins is a Financial Planner/Advisor who works with families to find the balance between short term and long term goals. After beginning her career in marketing and strategic planning, Lisa knows that every decision has implications, some of which may not been felt until much later. By evaluating decisions and actions beforehand, Lisa can help clients “see” the scenarios and better understand the how they play out differently. As a Certified Financial Planner™, Lisa embraces the fiduciary standard to always put her clients’ needs first. She holds her Series 65 certification and is licensed as an investment advisor representative. Lisa holds a BSFS in Humanities from Georgetown University in Washington, DC. Family and friends are the core of Lisa’s life and most precious gifts. A personal goal is to build in some fun and variety each day such as taking a walk in a local nature preserve, going out with friends, playing golf or finding new healthy recipes to try.