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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Our Experienced Professional Team

Lisa Conrath-Bova

Lisa Conrath-Bova

Founder, Financial Advisor

(630) 948-3330

(630) 457-5090

Lucy Holbrook

Lucy Holbrook

Client Experience Manager

(630) 948-3330

(630) 457-5090

Did you Know?

You can only earn CFP® and CIMA® designations after you complete required college-level educational coursework and pass an exam, as well as finish at least three years of full-time relative experience. Additionally, an individual agrees to be bound by a strict code of ethics and pass a background check. Once earned, they must complete a requisite number of continuing education hours every two years to maintain their certification.

Our Certifications / Memberships