Lisa McGrath
CPA, RICP®, CERTIFIED FINANCIAL PLANNER™
Lisa is the owner of LongView Financial Services, Inc. and advises clients in areas of asset accumulation and protection, wealth management, insurance protection and retirement income planning. Lisa has a bachelor's degree in Psychology from Drake University and a master's degree in Accounting from the University of Iowa. She holds life and health insurance licenses and securities registrations (series 7 and 63). She earned the Retirement Income Certified Professional® designation from The American College as well as the highly regarded industry designation of CERTIFIED FINANCIAL PLANNER™ Professional. Lisa strives to create lifelong relationships. She works to clearly understand the background and needs of each client, then develops a personalized, goals-based financial plan unique to that situation. Lisa and her husband live in Middle Amana and have three children.