About

Lisa “Cookie” Johnson has over 25 years as a financial professional navigating her clients through tax planning and preparation, insurance evaluation and financial structuring. An entrepreneur since 1991, she is an Enrolled Agent(EA), and a Chartered Retirement Plan Specialists (CRPS®). She holds insurance licenses for Life, Health, Property, and Casualty.

She works with clients to help them analyze and understand their complete financial landscape. Her practice focuses on customized goal oriented planning tailored to each client’s unique circumstances. Cookie builds client relationships with HONESTY, TRANSPARENCY and TRUSTWORTHINESS.

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