Lisa Dregne, CFP®
“The most rewarding part of financial planning for me is seeing the long-term impact of having created and implemented a comprehensive financial plan not only for my clients, but their entire family."
Lisa Dregne knew early on she wanted to pursue a career in finance. In alignment with that goal, she earned a Finance degree from the University of Wisconsin-Madison along with her CERTIFIED FINANCIAL PLANNER™ designation. Lisa is also a member of the Financial Planning Association and is the current Membership Chair on the board of directors. She feels passionate about helping the next generation of financial planners navigate the entrance into their respective careers.
While studying a year abroad in Madrid, Spain during college, Lisa found another passion in learning about different people & cultures all over the world. After college she spent another year working in Panama City, Panama before starting her career back in the U.S. In addition to these two experiences, she’s enjoyed visiting and learning about 16 other countries and hopes to venture to many more in upcoming years.
When not traveling, Lisa enjoys most weekends gardening, walking her Yorkie Marley and spending time with her two kids Kelsey and Brady.