Lisa is a Private Wealth Manager in the Woodlands and greater Houston area. With over 20 years of experience in the investments, insurance and banking industries she provides guidance to individuals, families and business owners seeking financial advice.
Her passion for helping people coupled with ethics, standards and ongoing education, she assists her clients in navigating an increasingly complex financial environment. She earned her FINRA series 7 and 66 securities licenses, life and long- term care insurance license and is an Accredited Investment Fiduciary®.
She believes that trust, competence and communication all paramount in a successful advisor/client relationship. She works diligently with each client to help them meet their financial goals and objectives and is their loyal and tenacious advocate.
Lisa also dedicates her time and resources with organizations that embrace benevolent and positive initiatives. She has established herself as a lifelong volunteer to local community and professional organizations. Whether working, volunteering or playing, she enjoys life with her husband, family and energetic rescue dog, Pepper.
If you are interested in learning more about your investments she’d love to hear from you and can be reached at Lpoppell@Upstreamip.com or (281) 661-1278