Lisa Chabert is a financial planner with over 25 years of experience in business and not-for-profit sectors. She holds a Bachelor of Science in Finance from John Cook School of Business at Saint Louis University and has also studied in Madrid, Spain. Lisa assists clients by providing guidance on retirement income planning, investment management, estate planning, and business succession. She collaborates with clients and other advisors to develop wealth-creating strategies that help them attain their financial goals with confidence. Lisa has worked at Arthur Andersen, Accenture, and IBM in the past. She is also a significant contributor to various non-profit organizations as a community board member and leader.