Lisa Guzek Montagne, CFP®, is the Founder and Principal Wealth Manager of LGM Wealth Management. With three decades of experience in the financial services industry, Lisa is a seasoned professional with a track record of delivering innovative strategies and driving towards growth. Over the years, she has built expertise across multiple disciplines in wealth management, income tax saving strategies, and risk analysis, establishing a reputation for strategic insight and exceptional client service.
Lisa has been part of LPL Financial’s elite Summit Club Program for over ten years. This distinction celebrates advisors who have achieved excellence in financial guidance. Forbes, Barron’s, and Financial Times have all recognized Lisa as a leader in the financial industry. Committed to excellence and continuous learning, Lisa is passionate about helping clients pursue their financial goals while navigating a dynamic and ever-evolving market landscape.
Lisa enjoys traveling, gardening, cooking, hiking, and spending time with her husband, Guy, and German Shepherd, Bijou.