portrait of Lisa McKern

About Lisa

I began my career with Edward Jones in 2007 as a branch office administrator. After working alongside of a financial advisor, I was able to experience what it means to make a meaningful difference in our client's lives. It was then I decided to become a financial advisor. I have had that privilege since 2012.

I work with our clients to understand their goals, priorities and tolerance for risk. Using an established process, I help them put a strategy together to help them reach those goals in life and beyond. This is an ongoing process that may change throughout one's...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesOctober 2007 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Shannon Erath
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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