Lisa Schiffer, ChFC
Senior Wealth Advisor

Lisa is a Vice President with Tegra Financial Partners, a subsidiary of Habif, Arogeti & Wynne, LLP that provides individuals and businesses with comprehensive financial planning and asset management.

Lisa is a Chartered Financial Consultant (ChFC) and holds all required licenses in the areas of investments and insurance planning. Lisa works with clients to create long-term financial planning relationships by providing personalized service and quality advice. Lisa’s areas of focus include estate planning, retirement planning, asset allocation and insurance planning.

Lisa has enjoyed a successful career in financial services. In 1985, Lisa began working in New York City with Merrill Lynch, Inc. and later joined Sanford C. Bernstein & Co., Inc. in 1988. In 1990, after moving to Washington D.C., she worked for American Express Financial Advisors (AEFA) as a financial advisor.

In 1994, Lisa and Christopher J. Wynne formed Schiffer, Wynne & Associates, a financial advisory branch of American Express Financial Advisors and relocated their practice to Atlanta in 1995.

During her tenure with AEFA, Lisa worked with the company’s Senior Financial Advisor Group. She earned the President’s Recognition Award for Quality Advice in 1999, 2000, 2001 and 2002. Lisa also qualified for the Million Dollar Round Table in 2001, 2002, 2003 and 2004. In addition, Lisa was a licensed Business Financial Advisor with AEFA. She was one of the select speakers for the American Express Financial Education Services division and has conducted seminars for numerous companies, such as Equifax, WebMD, Nortel, CNN and US Customs to name a few. Lisa has appeared several times as a guest on NBC’s “Peachtree Morning,” has been quoted in the Marietta Daily Journal, quoted in Dossier Magazine in 1997, and in 2001 was featured on the “MyFamily.com” website. Lisa continues to conduct presentations for Tegra Financial Partners.

A native Georgian, Lisa is a current member of the Financial Planning Association of America. She is currently pursuing additional designations in the CLU program and ICDP (Institute for Certified Divorce Planners). She received a Bachelors of Science from Syracuse University in Syracuse, N.Y.

Lisa works jointly with Chris Wynne as a team practice with Tegra Financial Partners.

Contact Information:
Direct Dial: 404-898-7550
Email: lisa.schiffer@hawcpa.com
Fax: 404-602-4631

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.