Gardey Financial Advisors
Lisa Whelton
Lisa Whelton
Vice President
Address:
100 Harrow Lane,
Saginaw, MI 48638
(989) 7913880
Lisa J. Whelton, CFP, is Vice President, Administration and Financial Advisor for Gardey Financial Advisors. Lisa graduated from Saginaw Valley State University with a Bachelor of Business administration degree and is a Certified Financial Planner? professional. Lisa has worked in the financial services industry for over 12 years and has experience in various areas. She is a member of the Northeastern Estate Planning Council and has been with the firm since 2006.