Lisa Curtis, FPQP™

Senior Client Service Associate, Wealth Management

F 952.844.2525

Lisa Curtis, FPQP™

Senior Client Service Associate, Wealth Management

Lisa Curtis joined BGM in 2014 as a Client Service Associate. Prior to joining BGM, Lisa spent six years working as an Executive Assistant for a company focused on leadership development. Lisa is originally from Eau Claire, Wisconsin, and currently resides in Maple Plain, Minnesota, with her husband, Steve. They have two grown daughters, Kasey and Kalley. In her free time, Lisa enjoys spending time with family and friends and volunteering at church and in her community, and is always looking for her next DIY project.

Areas of Expertise

Wealth Management

Education, Credentials, & Honors

Financial Paraplanner Qualified Professional™ (FPQP™), College for Financial Planning

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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