Lisa L. Castle, CFP®

Lisa L. Castle, CFP®

RFM Financial Solutions Operations Manager

Location: Mt. Pleasant

Contact Lisa

Connect with Lisa on LinkedIn

 

Education

• Bachelor of Science in Business  Administration with a Business Management major from Northwood University
• Bachelor of Science in Business Administration with a Finance major concentrating in Financial Planning from Davenport University.

Certifications

• CERTIFIED FINANCIAL PLANNER™ designation.

Specialties

• Investment best practices
• Trade processing, applications, transfers and quarterly  reports
• Compliance
• Office Operations & Marketing
• Assist adviser with various client related activities

Community Involvement

• Assists the Mt. Pleasant Area Community Foundation with their scholarship program.
• Member of the Community Relations Committee for the Mt. Pleasant Area Community Foundation.
• Current Treasurer for the Buckskin Horse Association of Michigan, one of ABRA’s largest charter clubs.
• Assist (and participate) in the All American Buckskin Horse Congress, which is a prestigeous annual horse event, with participants traveling from all across the country.

Personal

• In her spare time, Lisa is an avid horsewoman, receiving several national titles with her quarter horses.  Her current horse, Izzy Dun Yet, has won several titles at the state and national level.
• Lisa currently resides in Clare with her husband Rich and their dog Rosco.