Lisa is the Founder and Principal at Opus Financial Solutions, having begun her career in finance 30 years ago when she graduated in Finance from the University of Illinois. Lisa’s myriad roles in finance and hard-earned education and financial designations converged methodically to shape her final career choice as a Wealth Manager and Financial Planner. The roles she held previously included securities compliance, investment analysis, institutional portfolio management, and teaching of corporate finance and financial planning topics at the undergraduate and graduate levels.
Lisa’s objective as an advisor is to help her clients gain control over their financial life by helping them stay disciplined and improve and/or be aware of the implications of the financial choices they make. That requires her to listen and truly understand a client’s past, present, and anticipated journey before offering strategies and solutions. While Lisa is an analyst at heart—actually enjoying the technical research and number crunching aspects of her job—she believes her primary service is to help her clients attain the freedom, peace of mind, and ability to live as they choose.
Given her personal experience with divorce with young children, Lisa also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. She serves as both a divorce advisor and mediator for individuals and/or divorcing couples. (Refer to “Pre-Divorce Planning” for more detail).
Lisa is a Chartered Financial Analyst (CFA); a Certified Financial Planner (CFP); obtained her MBA in International Business from DePaul’s Graduate School of Business; and her BS in Finance from the University of Illinois.
Lisa grew up in the Chicago area and serves clients across the United States. In Lisa's spare time, she enjoys spending time in natural settings, and currently volunteers as a Board Member for Wild Bear Nature Center, focused on fostering an appreciation of the environment and promoting an environmentally aware community. Thus far, one of her greatest joys has been watching her children—both now attending college--evolve into kind, smart, empathetic human beings who she believes will change the world for the better.
Lisa can be reached at Lisa@OpusFinSolutions.com.