Lisa H. Pierson is fully equipped to serve with over three decades of experience in the areas of finance, marketing and business development including ten years of experience specifically related to the financial services industry (including securities, insurance, financial planning and banking).
In 1983, Lisa earned her Bachelor of Science in Business Administration with majors in Financial Investments and Marketing. With skill, concern and effervescence, Lisa extends guidance with careful attention to your goals and objectives. No situation is too big or too small. She believes we are each appointed with a divine purpose found in the form of serving others. Her focus is to help people retire with dignity after a lifetime of work. Aligned with a selective team of industry specialists, Lisa effectively builds strategy by constructing personalized tax efficient portfolios. Your peace of mind is paramount to our mutual success.
Lisa is licensed with a Series 7 (General Securities License), a Series 66 (Uniform Combined Registered Investment Advisor) and Insurance (Life, Variable Life Insurance and Annuities, Long Term Care, & Disability).
Lisa is currently registered to serve individuals and businesses located in the states of Washington, Idaho and California.
She serves on the Business Leadership Advisory Committee for the Clallam County Health & Human Services as well as the Board of Directors for Medicine Horse Healing, an equine assisted therapy group. Lisa is a woman of faith and an active member of Sequim Community Church. Residing in Sequim, Washington, Lisa’s favorite hobby is spending time with her husband, Scott and their four children, Chelsea, Grant, Kiara and Danica.