Lisa Turbeville, CFP®, EA

Lisa Turbeville, principal of Watermark Financial, received her Bachelor of Arts from Carnegie Mellon University. Practicing for over 30 years, she is a Certified Financial Planner®, a Certified Divorce Financial Analyst and an Enrolled Agent with the IRS. Her comprehensive expertise in financial planning, taxes, investments and insurance provide a strong foundation for analyzing the complex financial needs of high net worth clients. She also specializes in the financial aspects of divorce, is trained in collaborative law, litigation support, and provides expert testimony.

Her desire to provide compassionate and knowledgeable assistance allows her clients to feel more comfortable in making informed lifetime financial decisions.