Lisa A. Hennesay, RICP®, AIF®, CRPS®

Financial Advisor / Partner

Lisa has over 30 years of experience working with business owners and executives helping them protect and create wealth through the means of employer-sponsored retirement plans, and helps Recruit, Retain, Reward and Retire their Key Employees.      

Lisa holds the following financial services and retirement industry professional designations:

  • RICP® - Retirement Income Certified Professional, from The American College in Bryn Mawr, Pennsylvania
  • AIF®  - Accredited Investment Fiduciary, from fi360 in Bridgeville, Pennsylvania
  • CRPS®  Chartered Retirement Plans Specialist, from College for Financial Planning in La Crosse, WI

Lisa holds the following FINRA securities registrations:

  • Series 6 - Investment Company Products/Variable Contracts Limited Representative
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Being active in the community is very important to Lisa.   She has served on numerous boards and committees during her career and actively participates in community service activities with the Clovis Elks Lodge. The Elks support special needs children, veterans and student scholarships.  Professionally, Lisa is a member of Women in Retirement, Women in Finance, National Association of Plan Advisors (NAPA) and National Association of Insurance and Financial Advisors (NAIFA).

Lisa and her husband, Lance, have five children and three grandchildren.  In their free time, Lisa and Lance enjoy spending time with family and friends, traveling and exploring new places.


AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone 559-650-2643
Fax 866-866-6589
Mobile Phone 559-560-5121