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.