Lisa Lee, CFP®, CPFA, CEPA
Lisa Lee began her career in insurance and financial services in 1985 with Principal Financial. In October 1987, she began working for M.J. Murray, RHU & Associates, soon after advancing to Brokerage Manager in charge of agent recruiting and sales. After successfully passing the Series 7 securities exam in 1994, she obtained her Certified Financial Planner™ (CFP) designation in 1997 and later the Certified Plan Fiduciary Advisor™ designation. With her extensive background and experience, Lisa works with individuals regarding their retirement planning, wealth management, and financial planning needs, and with companies in implementing 401(k) retirement plans.
In November 2012 Lisa opened Turnkey Financial Services, LLC and subsequently joined SilverOak Financial Group in 2015.
Additionally, over her career Lisa has remained active with the Houston chapter of the Financial Planning Association (FPA), serving on the board from 1997-2003 as Education Director and from 2004-2007 as the Pro-Bono/Foundation Director.
On a personal note Lisa completed her Bible Certificate with The Bible Seminary in Houston in 2019. She has been married for over 30 years and is the mother of two and a grandmother of one….so far! She enjoys attending Kansas City Chiefs games, hiking, missions, and traveling.