Advisors

Lisa Luebeck is a Minnesota native, raised on a family farm in Southern MN. She graduated from the University of St. Thomas with a degree in Music Education, and spent three years teaching music in public schools. She retired from that profession in 2016 to enter the financial industry, with a passion to help educate women about how to have a healthy relationship with money and make smart financial moves in their working years.

Lisa lives in Monticello with her husband, Cody, their son, Calvin, and two black labs, Thor and Loki. Lisa has a variety of interests including fishing, hunting, gardening, woodworking, and performing as a freelance musician.