5 /5 Michelle Z: This review is for Lisa Arnold. Ive been working with Lisa for many years, and since day 1, she has been amazing. Its hard to find someone in finance who really makes you feel like theyve got your back, but thats how Lisa operates. She 100% TRULY has your best interests in mind. We have had so many meetings where Lisa patiently and thoroughly answers my questions. Shes not afraid to give her honest opinion on things. Even when we dont have video calls, she answers my emails very quickly and thoroughly, oftentimes running numbers for me to help clarify a scenario. Her character totally comes through in the way that she relates to others, and its clear that she has moral integrity. She is also so knowledgeable and clearly passionate about finance, and you can tell she really just loves thinking about and answering questions in this realm. I wholeheartedly recommend her as an advisor.