Prior to co-founding PlanningWork$, Lisa worked as an independent financial consultant based in Austin. She has worked with clients for two decades to build comprehensive strategies that create enduring wealth. Her experience extends to developing strategies that integrate non-market correlated assets and long-term retirement plans. Lisa earned her BBA in Marketing with a minor in Mathematics from Texas Tech University.

She is a long-standing member of the Financial Planning Association, a founding member of Impact Austin and a member of its finance committee. She is an active member of CREW. Lisa and her husband, Mike, enjoy fishing in South Texas, golf, writing and playing music and spending time with their family. She is actively involved in St. John Neumann Catholic Church choir and serves on their capitol campaign board. She is also a volunteer with Austin Family Eldercare. Lisa continues to enjoy her alumna affiliation with Chi Omega by serving as a House Corporation Board Member.

Lisa is a Certified Wealth Strategist®.

Lisa Allen is a licensed Registered Representative and Investment Advisor Representative of VSR Financial Services and may only transact in states where she is registered, or exempt from registration. Currently Lisa Allen is registered in the following states: AL, CA, CO, DC, GA, IL, MA, ME, MN, MO, NM, OH, PA, SC, and TX. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, provide personalized investment advice to, or communicate directly with residents of states in which Lisa Allen is not registered. VSR is registered in all 50 states.