Lisa Hartung

Lisa Hartung, CIMA®, AIF®

Senior Vice President/Investments

(949) 252-4772 direct | (949) 720-7074 fax
[email protected]
Terri Greenfield

Terri Greenfield

Registered Client Service Associate

(949) 252-4783 direct
[email protected]



Forbes America's Top Women Wealth Advisors Best In State 2023 | 2024 | 2025 | 2026
Working Mother's Top Wealth Advisor Moms 2020
Forbes’ Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending September 30 of the year prior to publication, and Working Mother’s Top Wealth Advisor Moms rankings are based on the 12-month period ending March 31 of the year of publication, each are selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

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Are Your Investment Decisions Influenced by Emotions

Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions. 
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