Lisa Ward, MBA, CFP®

FOUNDER

Lisa founded Plumb Financial with a passion for helping clients achieve their life goals through sound financial planning. She believes that financial literacy is key to empowering individuals to make confident, informed decisions about their future.

Before launching Plumb Financial, Lisa spent several years in the financial services industry, gaining valuable experience across multiple facets of financial planning. Recognizing the need for a more personalized approach, she chose to go independent, moving away from the corporate structure to better serve her clients.

As an independent CERTIFIED FINANCIAL PLANNER™ professional, Lisa has the freedom to shop the marketplace for the best solutions curated to each client’s unique needs. She looks forward to learning more about your goals and helping you build a Plumb Financial future.

Outside work, Lisa enjoys experimenting with baking projects. Her most recent endeavor is sourdough recipes. On the weekends you can find her in the garden or attending the Maverick Region Porsche Club of America events. She is currently a Maverick PCA and Women Inspiring Philanthropy board member and serves on the National Breast Cancer Foundation Advisory Council. She is a recipient of the Inaugural Class of Arlington’s 40 Under 40 in 2022. Most importantly, she enjoys spending time with friends and family.