Lisa Werner

LisaLisa Werner , LUTCF, RICP®
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Lisa has serviced individual and small business clients as a comprehensive financial advisor for over 10 years. Her recent achievement of the Retirement Income Certified Professional Designation® will allow her to better service pre-retiree and retired clients with decisions they need to make regarding the most efficient way to utilize multiple retirement income sources.  Over 150 hours of study with the country’s top experts on retirement income planning and its process and components will allow Lisa to build a retirement income plan that is best suited for her clients individual needs.

Lisa graduated from the University of Wisconsin with bachelors degrees in Finance and Psychology.  She has completed education specific to the financial industry by obtaining her Life Underwriting Training Council Fellow (LUTCF) designation as well as the Retirement Income Certified Professional® (RICP®) designation.  She also holds her Series 7 and 66 licenses through FINRA as well as various insurance licenses.

Lisa will serve as President of The Rotary Club of Neenah for 2016-2017 while continuing roles within various committees and servicing the Neenah area.   Lisa resides in Neenah with her husband Matt and Lauren and Jack.


















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