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November 2023 Impact Member Spotlight

We are proud to present Lisa Fentress as this month’s member spotlight.

Lisa is a CFP®- Certified Financial Planner - Senior Wealth Advisor with Mariner Wealth Advisors. She also currently serves on the membership committee for Impact and donates to many local charities like CRC, Place of Hope, Edna Runner Tutorial Center, and Equine Assisted Therapies to name a few. In the past she served on The Professional Advisory Group with the Planned Giving Councils of Palm Beach, the Children’s Home Society, Place of Hope and The Scripps Research Institute. She used to be a science teacher and still maintains her passion for science through her continued studies of medicine and health. As a lifelong learner Lisa is very excited right now about working with the Heroic Coach program.

Lisa first learned about the Impact model while serving on the board of the Planned Giving Council. She was so intrigued with this concept that she immediately explored how to join only to find there was no local chapter. However, when she was invited to Lisa Schneiders’ office for an Impact networking event she immediately joined and has never looked back. Impact gets better and better every year and she loves meeting and making new friends with wonderful women at each event.

Lisa is from Toledo, OH and currently lives in Jupiter. She enjoys tennis, boating, cooking, art and yoga.

Lisa Fentress, CFP®

Senior Wealth Advisor

O: 561-675-0774

Securities Offered Through MSEC, LLC, Member FINRA & SIPC

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