Lisa Rohrbaugh, CFP®

Lisa has been a resident of Washington State since 1984.  After growing up in Moses Lake and Wenatchee, she graduated from Central Washington University with a BS degree in accounting.  She eventually settled down in Ellensburg with her husband John of 30 years and her two sons. Lisa started her financial career in 1994 as a Financial Planner and went on to obtain her CFP certification in 2013. Lisa enjoys being in the outdoors camping, hiking, biking, and exercising with family and friends.

Lisa’s mission is to help families make the most of their financial resources as they pursue financially what is important to them. Every family has their own composition of challenges, restrictions, as well as aspirations. No two families are alike, and therefore, no strategy should be alike. Lisa knows first-hand how financial difficulties can derail hopes and dreams, but also how they can inspire and motivate you to make changes for the better. She draws from her own experiences to help motivate and encourage her clients to pursue their own goals and dreams, knowing that nothing is out of reach but for that which one does not aspire to.