Lisa Toews-Daugherty

Lisa has spent more than 20 years in the investment community and brings a broad range of experience to our clients.  Prior to joining BBG Financial Planning in 2011, Lisa worked for a publicly traded company in investor relations, for a non-profit providing retirement plans to the public sector in the investment management division, for a mutual fund company in marketing, for a regional brokerage firm, and for a national brokerage firm as a financial planner and advisor. Lisa earned a B.S.B.A. in finance and marketing, Cum Laude, from the University of Richmond and her M.B.A from George Mason University with a thesis on Corporate Governance in Small Companies. A wife and mother of two daughters ages 17 and 20, she is involved in the local community, an active member of her church, and an avid reader and gardener