Lisa Brummett, CRPC®, is a Financial Planner at Keen Wealth Advisors after spending the last two decades working as a licensed clinical counselor. Lisa has been with Keen Wealth Advisors since January of 2019. She holds an undergraduate and graduate degree in Psychology from Northwest Missouri State University, and, also brings experience with her background working as a long-term care agent with a national insurance company.
Lisa holds the CHARTERED RETIREMENT PLANNING COUNSELOR℠ designation which focuses largely on the retirement process, estate planning and asset management during pre- and post-retirement. Students that successfully pass the examination must adhere to ongoing requirements set by the College of Financial Planning including following a code of ethics, a standard of conduct and ongoing continuing education.
She considers herself to be a lifelong learner and feels that her passion for learning is what has led her down the journey to become a Financial Planner. She also has a passion for volunteering, which is something that she first started doing as a student at NWMSU. While in school, she was fortunate to get involved in their K.I.D.S. program, and still to this day maintains a close relationship with her “little brother”, who is now in his 30’s.
Lisa also loves fitness and can be found running trails, half marathons and sprint triathlons. When she’s not running, she can be found training with her children, Allison and Robbie. Lisa is a strong supporter of Allison’s interest in the performing arts. She and Robbie share a love of Taw Kwon Do and have both obtained their blackbelts.