Lisa Santos

Financial Advisor

BBA University of Wisconsin – Milwaukee

“Throughout my career, I have had a wide range of opportunities, each enhancing and broadening my experiences. My goal is to assist my clients in establishing a strong financial foundation, so they can make the most of every opportunity and flourish in their own endeavors.”

Lisa’s journey to the financial services industry is anything but ordinary, giving her a unique perspective. With over 35 years of experience in various industries, she’s worn
many hats—from leading roles as a CPA in life and commercial insurance to owning and running her own café and artisanal grocery store. Lisa’s career is all about versatility and smart financial decision-making.

Lisa has a passion for helping her clients build a legacy of giving back. She especially enjoys working with individuals who are looking beyond traditional inheritance goals—whether they have children or not—to create meaningful, values-based legacies.
She guides them in exploring their passions, clarifying what legacy means to them, and taking thoughtful steps toward giving back in ways that feel purposeful and fulfilling.

In addition, Lisa works closely with women navigating life after divorce, helping them regain financial confidence, rebuild their plans, and move forward with clarity and independence.