Lissa Clarke
Financial Advisor
Lissa’s background prior to entering the financial services industry was primarily in accounting, which has assisted her in obtaining a broader understanding of client concerns. Lissa’s former accounting employers included Fleetwood Motorhomes, Clover Insurance Agency and the Averbeck Company. Her financial industry experience was gained working at Strategic Capital Management, Inc., an Independent Registered Investment Advisor similar to Kemp Financial Management, LLC. After 12 years at SCM she tried her hand at office management at Trinity Financial Partners and decided she preferred client relationships and interaction instead.
Lissa has found the KFM process more in alignment with her core values, which allows her to develop and improve our clients’ understanding of their current situation.
Lissa and her husband, Jeff, have three sons, a daughter-in-law and three grandchildren. She is very active in her church, serving in Women’s Ministry and—with Jeff—in the Couple’s Ministry. She also enjoys spending time with family and friends.
License Held: Series 66
Insurance License Held: California Life and Health
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Q & A with Lissa
How do you like to spend your free time? With family and friends. Having the grandkids spend ‘sleepovers’ with us, playing with them, listening to their stories, answering their questions. Date nights with my husband. Going out by ourselves or with friends. Game Nights at the house with lots of friends always makes for a fun filled night. Doing Escape Rooms with my son. So fun being together and interacting with the solving of puzzles. My heart is full.
If you could share a meal with any person living or dead, who would it be and why? My grandmother. I miss our conversations. She was the one to introduce me to the Lord. She always pointed us to Him. She was full of grace and wisdom. I would love to know more of her story. And, she made the best gravy! I’d love to spend the time with her making the meal together.
What is the one thing that instantly makes your day better? Music. I love music. It can complement whatever mood you are in or help to change it. When I was younger, I would play my parents 45’s in my room. Their music was very upbeat. I couldn’t wait to be in 5th grade, because that’s when you were allowed to be in Choir. I spent a couple of years in a traveling Choir, The Ramstein Messengers, during High School. Now it keeps me company in the car. 😊