Lisa “Cookie” Johnson has over 24 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 holds financial certifications in Series 7, 63 and 65. 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.
Cookie and her husband live aboard a 40ft Catamaran and plan to sail the world together once retired. She is passionate about her faith and helping those who are less fortunate.