Lisa Carey

Lisa has spent her entire career in the financial services industry, helping clients make informed decisions and plan for what matters most. She joined GEM in 2012 and brings a thoughtful, client-centered approach to every conversation.

Lisa holds a Bachelor of Science in Business from Central Michigan University and a Master of Science in Personal Financial Planning from the College for Financial Planning. Lisa is a CERTIFIED FINANCIAL PLANNER® professional and holds both the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Wealth Management Advisor™ (AWMA®) designations—credentials that reflect her deep commitment to delivering high-quality, personalized advice.

Clients value Lisa's clear communication, steady guidance, and ability to make complex topics manageable. Whether planning for retirement, managing wealth, or navigating life transitions, Lisa provides trusted advice tailored to each client’s unique goals.

If you’re looking for an experienced advisor who truly listens and brings knowledge and care to every interaction, Lisa is ready to help.

^{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. Accredited Wealth Management AdvisorSM, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered Retirement Planning CounselorTM, CRPCTM, and the CRPCTM logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.}