SUMMIT WEALTH PROTECTION|  ABOUT US

Lisa was born and raised in Illinois. Always having a passion of helping others, she graduated from St. Francis Medical Center College of Nursing earning her BSN degree and began her nursing career. 

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She and her husband, James, have been married for more than 30 years. While raising their six children, Lisa volunteered in their schools and sport leagues, she organized multiple charity events, and served in several school governance leadership roles. 

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Along the way, Lisa and her family have been privileged to live in Florida, Wisconsin and Queensland, Australia. It was in Australia that Lisa retired her nursing career. Having settled in Tucson nearly a decade ago, making it their permanent family home, her passion for helping people has shifted from health to wealth. Lisa believes that having a financial strategy and preparing to protect your family’s future is as important as protecting your health.

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