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 PLANNERâ„¢
Chartered Retirement Planning Counselorâ„¢
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
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Certain services provided on an educational and guidance basis only.
