Lisa Sharp McHenry, AWMA®, CFP®

Financial Planner

Mount Joy, PA

P: (717) 653-6662
T: (800) 653-9723
F: (717) 653-6214

Lisa McHenry, Financial Planner

As an Everence® Financial Planner, Lisa Sharp McHenry, AWMA®, CFP®, combines her background in service with her interest in finances. A member of the Everence team since 2008, Lisa serves as an Investment Advisor with Concourse Financial Group Advisors and is a licensed insurance agent in Pennsylvania.

She has a passion for helping clients set and accomplish financial goals through financial planning, especially in retirement and college savings planning.Lisa appreciates the relationship with Everence which encourages a philosophy of giving time, talents and resources, living with an others-focused worldview.

A graduate of Millersville University (Pennsylvania), Lisa and her husband, Stacy, have one daughter, Abigail, and attend Christ Alone Fellowship in the City of Lancaster.  

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Lisa Sharp McHenry, AWMA®, CFP® is licensed to discuss and/or offer financial services and/or products to residents of MD and PA.

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planing in the United States and/or other countries.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.