Meet the Team

OFFERING DEDICATION & UNDERSTANDING

To Address Your Retirement Circumstances

Lisa Claycomb, JD, CFP®

Founder, Financial Advisor, Custom Retirement Strategist

Lisa is a dedicated Comprehensive Retirement Planner with a passion for helping individuals navigate the complexities of putting a retirement plan together. In 2015, she launched LGC Financial, a firm dedicated to serving pre-retirees and retirees as they financially prepare for, transition into, and live comfortably in retirement.

As a result of her lifetime commitment to excellence, Lisa holds undergraduate and master’s degrees in Rehabilitation and Rehabilitation Counseling respectively, and a Juris Doctor in Law. In addition to having a life and health insurance license in 10 states, she is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, holds Series 7 & 66 securities licenses, and is an inactive member of the State Bar of California.

Outside of her professional life, Lisa and her husband Dave are avid sports fans and ardent wine aficionados who enjoy venturing out in search of delicious, inexpensive vino. They are staunch animal lovers who treasure spending time with their beautiful Labradors, Sophie and Abbie.

Connor Sprouse

Strategic Marketing & Paraplanner

(760) 759-0266

connor@lgcfinancial.com

Connor is a Business Economics student at University of California, San Diego, with a desire to build a career centered on helping people navigate important financial decisions with clarity and confidence. He is committed to ongoing learning and developing the knowledge and skills needed to serve clients well in the right niche market.

After some exploration, Connor joined LGC Financial as Strategic Marketing Specialist & Retirement Paraplanner, where he serves a dual role. He employs his marketing, technology, and AI skills to connect and engage with professionals approaching retirement who can best benefit from the comprehensive planning approach offered by the LGC team.

As a paraplanner, Connor assists in analyzing financial data, crafting strategic retirement plans, and engaging with clients to build lasting relationships. Outside of his work and studies, he stays active by playing volleyball and spending time with his dogs, Rocky and Bella, who keep life fun and active.