Lisa Poppell, AIF®

Private Wealth Manager

16 N Merryweather Circle
The Woodlands, TX 77384

Phone: 281-661-1278
Fax: 281-754-4254
E-mail:
 

Lisa currently serves as a Private Wealth Manager for Upstream Investment Partners in the Greater Woodlands area. She provides investment guidance to persons with moderate to high net-worth incomes, small business owners, individuals approaching retirement and families needing estate planning. She has earned her national and state securities licenses as well as fulfilling state life and long term care insurance requirements.

Having worked for over a decade in the investments, insurance and banking industries, Lisa is proficient in her knowledge of CDs, bonds, stocks, mutual funds, unit investment trusts, alternative investments, real estate investment trusts, LLPs, small business 401k plans, SEPs, IRAs, life insurance, long term care insurance, fixed and variable annuity products and separate account managers.  She continues her investment and insurance education and keeps abreast of market trends and current business cycles. She utilizes common-sense and a value-oriented approach for each client’s solutions. “Understanding the client’s goals, timeframe and risk tolerance are all paramount when offering solutions.” She shares, “I work in the client’s interest and put their needs above all else.” “As an independent advisor, our ‘open-architecture’ design simply means, I do not use proprietary products."

Lisa was employed as an administrator for a national financial services company and was promoted to financial advisor. She also worked in various capacities for three banking institutions. Earlier in her career, Lisa held various positions with the Texas A&M University and the Texas Engineering Extension systems.

Lisa believes in affiliating herself with professional organizations that encourage altruistic causes. She has also established herself as a lifelong volunteer. She and her husband Dean are members of St. Simon & Jude Catholic Church in the Woodlands. She has been a member of American Business Women’s Association, Business Women’s Forum, Montgomery County Association of Business Women, Catholic Business Forum, Christian Business Networking Association, Interfaith of the Woodlands volunteer and serves as guest speaker at their annual Caregivers Conference.

Lisa enjoys a positive and enthusiastic outlook after she leaves the office. She spends personal time with her husband Dean and her energetic rescue dog, Pepper (mint). She enjoys cooking, entertaining family and friends, reading and playing her guitars.  She is available for appointments and can be reached at 281-661-1278 or Lpoppell@Upstreamip.com.