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Lisa

LaCross-Courtney

CFP®, CRPC™

picture of a planner

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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