About the Advisor
With an extensive background in the financial services industry, Lisa offers a holistic approach for his clients with emphasis on estate and tax planning and risk management.
About Capital City Investments
At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.
Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:
- Mutual Funds
- Life Insurance
- Disability Insurance