Our Company

Planning your financial future can be complicated and requires a broad knowledge of everything from complex investment products to elaborate tax laws. We proactively coordinate with your other advisors (attorney, accountant, etc.) to create a cohesive team of experts, working collaboratively on your behalf, to ensure the advice you receive is in your overall best interest.


Lockerman Financial Group, an independent wealth management firm, was founded by Lisa Lockerman. Lisa began her career as a financial advisor in 1991. She was drawn to the financial services industry because of her passion for helping people and a core interest in finance and wealth management. Lisa's high ethical standards, sound fundamentals, and commitment to personalized service resonate throughout the firm and its philosophy of treating others as they wish to be treated.