Lisa Stitzel

Lisa Stitzel, CFP®, has a diverse work experience spanning various industries and roles. Lisa has worked as the Director of Client Strategy at SellCheck, Inc., where they optimized creative assets to influence purchase behavior. Lisa has also served as a board member for the Financial Planning Association of MN, leading the Financial Education Committee. Additionally, they have been a board member for Theatre Unbound, a theater company focused on showcasing the lives of women. Lisa co-owned and consulted for Stitzel-Rosenfeld LLC, providing financial consulting services to multiple industries. Lisa has also held positions in global business development at Curation Station and Hello Viking, where they focused on content marketing and solving business problems through technology and storytelling. Lisa's work experience also includes roles in new business development at BannerPalooza, volunteer work at the National Community Reinvestment Coalition, and board membership at the Minnesota Jump$tart Coalition. Earlier in their career, they held director positions at TIAA-CREF Trust Company, FSB, where they promoted trust company services and managed institutional client relationships. Throughout their career, Lisa has demonstrated a commitment to financial literacy, education, and community involvement.

Lisa Stitzel, CFP®, holds a Master of Arts degree in Liberal Studies from New York University, which they completed from 1989 to 1991. Lisa also completed a Mini Masters in Business Communications from the University of St. Thomas in 2009. Furthermore, Lisa has a Bachelor of Arts degree in Communications from the University of Idaho. Additionally, they have studied French at Aix-Marseille University and Avignon Université. Lisa Stitzel also holds the Certified Financial Planner (CFP) certification.