Lisa Sumpter, CFP®

About Lisa Sumpter

Lisa Sumpter designs financial solutions for individuals, small business owners and foundations that help them achieve their goals and dreams.

Lisa has helped hundreds of families and organizations in the Mineral Area plan for a secure future. Wealth management and preservation planning are a primary focus of Lisa’s practice. In addition, she tailors strategies for tax-efficient income. Lisa also coordinates her work with local tax and legal professionals to help her clients reduce estate taxes and asset transfer costs.

By analyzing an individual’s unique situation, Lisa is able to provide a highly customized level of planning and on-going service to assist with both current and future financial needs.

Lisa brings to FSFM her experience in the areas of banking, financial planning, and investments since 1995. She is a graduate of Central Methodist University with a BA degree in accounting and of Lindenwood University with a Masters in Business Administration.

Lisa has completed all of the requirements for the CERTIFIED FINANCIAL PLANNER certification which includes a rigorous course of study, a bachelor’s degree, passing a comprehensive two-day examination, a minimum of three years of experience in financial planning and adherence to a strict code of ethics.

Lisa maintains Series 6, 7, 63, and 65 General Securities and Investment Advisor Representative registrations with the Financial Industry Regulatory Authority, as well as Life, Health and Annuity insurance licenses.