Lisa VorceMichell Stockmann
When I opened my practice, I decided to create a collaborative environment where my clients could learn about their options, weigh the choices presented and not feel pressured to buy a product or service.
I am a Financial Advisor and a Certified College Planning Specialist with Thrivent. My expertise is in retirement planning, college planning and insurance.
My passion for college planning started while doing retirement planning when I found that many of my clients were still carrying debt from either their own college experience or that of their children. And it affected the way that they were going to be able to retire. It dawned on me that most advisors don’t focus on college planning. It is a niche expertise that can affect a client’s overall financial picture and that not all college plans should fall within a “buy a 529” fits all plan.
I have been licensed as a registered investment advisor representative since 2014 and am attracted to creating impact through education for my clients. My clients are like family. I enjoy the freedom of providing fiduciary advice for my clients as a fee for advice advisor or through the AUM model.
Prior to entering the financial services industry I was Executive Director for an international non-profit organization where I traveled and spoke to businessmen as a subject matter expert, was editor of thier magazine and organized and ran large conventions throughout Central and South America and the United States.
Webinars through Thrivent on Funding College, Financial Aid 101, 5 Keys to Retiring Fearlessly, and Will Taxes Affect your Retirement.
In person conventions – nationally and internationally for Senepol Cattle Breeders Association: 7 years as Executive Director. Traveled as a speaker and subject matter expert 4-5 times a year.
Chapters you can speak at: Alton, Illinois, Belleville, Illinois, Centralia, Illinois, Clinton County, Illinois, Edwardsville, Illinois, South City, Missouri, Sunset Hills, Missouri, O’Fallon, Illinois
Three Presentation takeaways:
- The three pillars of college planning: Admissions, Academics and Financials
- What the FAFSA is, when to file it and how it affects a family’s expected family contribution.
- What is a Net Cost Calculator and how to use it to narrow down college searches