Lisa Hunter
Financial Advisor
BACKGROUND:
With a background in Operations and Customer Service Management, Lisa is driven to find solutions and appreciates the uniqueness of individual opportunities and offers results that align with the goals of individuals. Additionally, prior to joining Principal, Lisa was a Family Services Counselor, planning funerals and working with families for their loved one’s end-of-life wishes. It was there that she discovered a passion for helping others. By expanding into the financial services industry and focusing on a genuine, comprehensive, and solution-driven approach, Lisa strives to help her clients meet their financial goals. Whether planning for retirement, generational wealth, saving for college or a home, Lisa can help identify and implement solutions for both long-term and short-term financial goals.
EDUCATION & CREDENTIALS:
Lisa has her FINRA Series 6, 63 & 65 registrations and her Tennessee resident Life, Health, and Variable Insurance license. She is licensed in AL, CA, DC, FL, GA, MD, MN, TN, TX, WI, VA.
INTERESTS:
In her free time, Lisa enjoys golfing, hiking, and traveling. Her travels include Scotland, Ireland, England, as well as most of the continental US. She is married and has three daughters, and a five-year-old rescue dog, which keeps her mentally and physically active.