Many of us have the feeling that our financial plan is not complete. Whether you are concerned about specific investments, unaddressed goals, or feeling insecure about the future, unanswered questions lead to uncertainty. My job as financial advisor is to put you in control by addressing the questions you have. I listen carefully to your questions, concerns and dreams in order to build a plan that resonates with you.
Having moved to London from Chicago over 10 years ago, one of my areas of expertise is helping US persons to invest wisely. I joined Edward Jones after a long career in investment banking. I apply this wealth of knowledge to my clients' needs.
Although I have the resources of a large firm, I have built my business on the idea that unique goals and preferences lead to tailored solutions. Because I spend time with my clients engaging through dialogue, my clients make decisions with confidence.
On a personal note, I live in London with my husband, a professor at Western, and my three teen-aged daughters. I am a Board Member of the London Health Sciences Center and Business and Professional Women (BPW). I enjoy playing soccer. I earned my master's degree in Economics from the University of Chicago.
In summary, every strategy and solution I recommend is based on what is important to you. Whether retirement, education savings, or protecting what you have built, we follow an established process to determine a roadmap together. I provide honest and valuable information by placing your best interests above all else. I understand that great ideas and a plan is important, but what's more important is that I'm there beside you, guiding you and ensuring you are taking the steps you need to be successful.
If you are interested in having a conversation and learning more about how I can provide a guiding hand, call or email today.
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Socially Conscious Investing
- Wealth Strategies
My Personal Interests
- Social Responsibility
- Spending Time with Family
Office Address2386 Main Street
London, ON N6P 1A7
Phone NumberLisa Conley at (519) 652-8717
|Mon||09:00AM - 08:00PM|
|Tue||09:00AM - 08:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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