Expand Your Options in Life
With a multidisciplinary approach to Wealth Advising for individuals, families, and business owners.
A Trustworthy Source for Financial Advisory and Brokerage Solutions
Serving you face-to-face in Scottsdale, AZ, Anchorage, AK, and virtually across the United States since 1982
Serving Clients For:
40+ Years
FORBES | SHOOK Research Best-In-State Wealth Management Teams:
2026
Five Star Wealth Manager Award Winner:
2013-2025
We Offer Services That Make the Complex, Simple
Our team understands that with more money, comes more complexity. We will listen to you and help identify your ideal and acceptable goals, both personal and financial. We then prioritize them to better understand how they can be achieved specific to you.
FORBES Best-In-State Wealth Management Team
For the second consecutive year, we have been awarded as a FORBES Best-In-State Wealth Management Team, highlighting our dedication to client service & advanced planning acumen.
2026 Planning Outlook
In our first installment of the 2026 Outlook series, Baird Wealth Planning experts share opportunities for the year ahead.
A Decade of Excellence in the Wealth Management Industry
With over 40 years of industry experience, Lisa offers a comprehensive, evidence based approach to investment planning, believing the key to a long-term relationship is keeping her clients involved in the cycle of planning, implementation and review. This is the 13th consecutive year that Lisa has received the Five Star Wealth Manager Award, placing her in the top 1% of advisors in the Phoenix Metro Area to do so.
Together, Moving Forward with Confidence
Our planning process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals.
Continually Learning to Serve You with Sophisticated Wealth Management Techniques
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach.
Planning for the Future of Social Security, 2025 Update
2025 marks the 90th anniversary of the signing of the Social Security Act. Over the last 90 years, Social Security has paid more than $26 trillion in benefits; today, more than 66 million people rely on the program to support them in retirement. Yet, Social Security has been facing stiff challenges, and its long-term sustainability has been a point of concern for many years. In this video, Tim Steffen, Director of Advanced Planning, breaks down what you need to know about the future of Social Security, and how you can prepare.
2025 FORBES Top Women Wealth Advisor Best-In-State published on 2/11/25. Rankings based on data as of September 30, 2024
2026 Forbes/Shook Best-in-State Wealth Management Teams: Published 1/7/2026, rankings based on data as of 3/31/25
This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 12/25/2024 through 07/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2719 Phoenix-area wealth managers were considered for the award; 84 (3 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,431, 101, 4%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for Wealth Advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.