Lisa Lefevre is a Registered ParaPlanner (RP) and a Client Associate of Lofy Group Wealth Management, Inc. She has primary responsibility for coordinating communication with our clients, to make their experience positive and meaningful. She is responsible for establishing, implementing and maintaining financial plans, client account management, client presentations, financial reports, and marketing.
Serving highly affluent families and individuals since 2000, Lisa participates in all phases of the financial planning process.
Lisa is Series 7 and 66 securities registered with LPL Financial, Arizona State Insurance licensed and a Notary Public. She demonstrates with high integrity a strong work ethic, and excellent communication and interpersonal skills. Having received her Registered ParaPlanner designation from the College of Financial Planning in Greenwood Village, Colorado, Lisa is proficient in the financial planning process.
Lisa has extensive experience in leadership and supervisory roles, creating and maintaining outstanding service models for clients, exceptional work place environments for coworkers, and informative and entertaining financial educational programs. She has a passion for creating long and satisfying exceptional client relationships. Her cores values and positive attitude make interactions with Lisa a pleasure.
Traveling and exploring all that the Western terrain offers, Lisa enjoys the outdoors and values the privilege of living in Arizona. She enjoys an active lifestyle that includes yoga, dance, hiking and quality time with her family.