Lumina Wealth Advisors
Lisa R. Schneider, AAMS®, AIF®, CEPA President, Lumina Wealth Advisors Wealth Management Advisor, RJFS 1389 Center Drive, Suite 200 // Park City, Utah 84098 www.Raymondjames.com/luminawealthadvisors // 435-200-1293
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Lisa came to us through a referral from BNI. We are in transition into the next chapter…she is an empathetic listener who has guided us through professional relationships for trusts, insurance, accounting and life planning. Whenever I finish a meeting with Lisa I have new clarity a financial peace of mind
Lisa and her team have taken exceptional care of three generations of my family - giving expert attention to the tax aspect of our wealth management and financial planning, education and longevity planning. She places our values first and is a true collaborator who we think of as our 'Chief Financial Navigator'.
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