Lumina Wealth Advisors

Mary Dolley

3 years ago

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

Steve Moore

3 years ago

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'.