With over 25 years of experience in retirement plan design, compliance, and administration, Lisa has helped hundreds of companies nationwide to optimize their retirement plan strategy. She currently leads the Everhart Advisors Dayton team, and previously served as the President of McGohan Brabender Financial, a sister company of McGohan Brabender Agency, Inc.
Lisa works with small-to-large-sized businesses to maximize the utility of their corporate retirement plans, believing every business deserves a world-class retirement plan and every person a secure retirement. Throughout her career, she has specialized in executive benefit solutions for key employees and business owners such as deferred compensation plans and other benefits using life insurance, long-term disability, and long-term care insurance to provide additional benefits to these key employees.
Lisa has earned professional designations, including Certified Plan Fiduciary Advisor (CPFA®) and Certified Long Term Care (CLTC®).
Lisa attended Wright State University and Sinclair Community College with a major in finance. She is a Board Member and Treasurer for the Humane Society of Greater Dayton and enjoys volunteering at their events to raise money for the benefit and wellbeing of animals in the community.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/