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Lisa Vorce
Financial Associate

About Lisa Vorce

Everyone is on a financial path and my job is to help clients figure out where they are on that path, help them set goals to where they want to go and protect them from going backwards on the path. I bring five years of wealth management experience and merge that with insurance to create a strategic holistic direction so my clients are empowered to find financial clarity, enabling lives full of meaning and gratitude. My experience is focused on retirement, college, charitable giving and tax efficiency. I enjoy creating deep, long lasting relationships with my clients. I believe when we fuse finance and faith we inspire generations to make financial choices guided by Christian values and support enabling our members to take care of themselves and others.