"We enjoyed working with Lisa on updating our wills and trusts. She is very knowledgeable, diligent and a joy to work with. She completed our wills and trusts timely and I would recommend her to everyone."
Daniel H. Personal Financial Representative, CFP |
"Lisa recently helped me closing the sale of my business. I am pleased with her very professional handling of the process. She stuck to it even though the contract ended up being more involved than originally planned for. I recommend Lisa."
Mark J. Franchise Sales and Consulting, Business Consultant |