About Us
Jim began his career in financial services with CREATIVE Financial Group upon graduation from Penn State University in 1993 with a B.A. degree in Speech Communications. He is Series 6 and 63 Securities licensed and holds his Life, Accident, and Health Insurance license. This fall he celebrated 31 years with CREATIVE Financial Group.
Lisa began her career after graduating from the University of Lynchburg in 1991 with a B.A. degree in Art/Graphic Design. She worked for two decades in a variety of graphic design/marketing positions with: Takeout Taxi, Disclosure Inc., Microsoft Corporation, St. Thomas Church, Whitemarsh, as well as started her own marketing consulting firm, White Designs, Inc.
In 2020 we joined forces as husband-and-wife team with the mission of helping individuals, families, and business owners reach their financial goals by addressing their unique needs and designing solutions around those specific priorities.
As parents and business partners, we understand that life events can happen when we least expect them so making financial planning a priority for yourself and loved ones is of utmost importance. A trusting partnership in your planning is key to helping you reach your immediate and long-term financial goals.
Lisa and Jim live in Fort Washington, PA. They have been blessed with four beautiful children and one adorable dog named “Einstein” and are active members of the Upper Dublin community.
Please feel free to reach out directly at our contact info below to start a conversation about your lifetime and legacy financial goals.
610-405-9049 (voice only) * 610-601-4183 (text only)
215-620-7445 (voice only) * 610-756-2134 (text only)
We look forward to connecting!
~ Lisa & Jim