Lisa Myers, IACCP®

Lisa Myers, IACCP®'s Portrait .(JavaScript must be enabled to view this email address)

Lisa is Vice President of Operations and Compliance. Lisa joined Retirement Income Solutions in 2007 and has over 30 years of experience in the investment advisory industry.

Lisa is primarily responsible for all aspects of operational excellence in the company. Lisa manages day to day operational and compliance matters and helps establish and monitor the firm’s adherence to regulatory requirements which include Retirement Income Solutions’ policies, procedures, and internal controls.

Learn more about

Our Team

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts