Lisa Willman, MBA, FPQP™

I serve as Client Services Manager at Cavanna Stone Retirement Wealth Management, where I work closely with clients and support the day-to-day operations of the practice. My goal is to help ensure every client has a positive experience by assisting with account administration, scheduling appointments, processing account transfers, opening new accounts, coordinating client communications, and supporting financial planning and compliance processes.

I earned my Bachelor of Business Administration in Accounting and Master of Business Administration in Management from Harding University, graduating as a member of Delta Mu Delta. Before entering the financial services industry, I spent more than 15 years working in healthcare, where I developed a strong foundation in client service, organization, and attention to detail.

In 2020, I earned my Financial Paraplanner Qualified Professional™ (FPQP®) designation, further strengthening my ability to support clients and the financial planning process.

I am actively involved with the Shillington Church of Christ and volunteer at Camp Manatawny. I live in Mohnton with my husband, Jason. Outside of the office, I enjoy traveling, attending concerts and sporting events, spending time at the beach, and making memories with family and friends.