Lisa
LaCross-Courtney
CFP®, CRPC™
Here to act in your best interests
About me
As an experienced financial planner, I take great pride in helping my clients develop individualized financial plans that provide simple yet meaningful solutions to the complexities of their unique situations - through every stage of life. Outside of work, I enjoy spending time with my family and friends and love a good movie or music venue.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Education
Bachelor of Science, Business - University of Phoenix
Visit one of our Locations
Detroit III - Ann Arbor
2950 South State Street
Suite 250
Ann Arbor, MI 48104
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
