Additional Resources
When seeking someone to trust with your financial life, it’s important to find a good fit.
Each person here Lissa personally knows,
and values their knowledge, integrity, and conscientiousness in doing what is in the best interest of their clients.
All of these individuals are fee only, fiduciary financial planners.
Women in Healthcare
Betsy Hutchins, CFP®, CRPC™, MHA has a passion for working with women in healthcare, helping them and their families organize, grow, and protect their assets through life’s transitions. Beyond her credentials, Betsy is uniquely qualified to help women in healthcare as her previous career was in healthcare administration and she is currently married to a physician. She knows firsthand both the healthcare and financial industries. Most importantly, Betsy is a thoughtful and compassionate individual who cares deeply about her clients.
Betsy is located in the Memphis area and is happy to meet with local clients face-to-face and everyone virtually. To learn more about Betsy and how she can help you, please visit Forward Financial Planning.
Small Business Owners Planning for Retirement
Ryan McClung, CFP®, CPA, CEPA®, specializes in working with business owners who want to plan for how they will someday sell their business and retire. Ryan not only has the impressive credentials, he has lived this path having already successfully exited two businesses of his own. He loves delving into details, asking probing questions, and presenting plans tailored to each clients financial desires.
Located in the beautiful Pacific Northwest, Ryan can be found enjoying the outdoors with family and friends.
To find out more about Ryan and his practice please visit Crossroads Advisory.
Service Members, Veterans, and Their Families
Phillip Hulme, MBA, a veteran himself, is dedicated to providing accessible and quality advice to service members, veterans, and their families. His motto ‘Purpose First, Integrity Always’ sums up both who he is and the high standards to which he holds himself.
Though located near Atlanta, Phillip works with people across the country.
You can learn more about Phillip and his firm at Stars & Stripes Financial Advisors.
