Broker Check

1

Consultant

32

Years of experience

1

Local Office

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
Learn More
Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More

Our Expert

Lisa Lagorio

Lisa Lagorio

Investment Advisor Representative

925-292-9638

925-292-9634

Learn How We Can Help You

Schedule a Meeting