Lisa Hergenroeder, CFP®, EA, AIF®, ChFC®, CLU®, earned a Bachelor of Science degree in Business Administration with dual concentrations in Finance and Marketing from Towson University. She is a CERTIFIED FINANCIAL PLANNER™ certificant, having been awarded that designation by the Certified Financial Planner Board of Standards.
In 2006, Lisa became an Enrolled Agent (EA). This designation was earned by demonstrating technical competence in the field of taxation by successfully completing the two-day Internal Revenue Service Special Enrollment Examination (SEE) and being subjected to a rigorous background check.
She was also awarded the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations through the Huebner School of the American College in Bryn Mawr, Pennsylvania. Lisa was awarded the designation of Accredited Investment Fiduciary (AIF®). AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. She is also a member of the Financial Planning Association (FPA).
Lisa has been a financial advisor since 1993 and is a principal of Hergenroeder Financial Advisors, Inc. She brings a wealth of experience to the firm in the areas of comprehensive financial planning, fee-based portfolio management, and insurance advisory services. Previously, Lisa managed the financial planning and asset management practice for one of the nation’s leading accounting and consulting firms.