Lisa Arnold MBA
Meet Lisa Arnold, CFP®, ChFC®
Life doesn’t come with a playbook, especially when you’re raising a family, building a career, or navigating major financial decisions. That’s why Lisa Arnold approaches financial planning as both a strategist and a coach. With over a decade of experience, she helps families create plans that not only make sense on paper but also hold up in real life. Her clients value her ability to balance structure with empathy, guiding them through complexity with clarity, focus, and heart.
Lisa blends deep technical knowledge with an understanding of how emotions, upbringing, and personality shape financial decisions. Her approach goes beyond numbers to address the human side of planning. She empowers clients to build strategies that reflect their goals, their values, and the realities of their everyday lives.
Why Families Work with Lisa:
- She is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® with an MBA from the University of Georgia.
- Her unique approach integrates behavioral finance, helping clients navigate the emotional side of money with confidence.
- She has over a decade of experience guiding families through life transitions, career changes, and long-term planning.
- Lisa brings the same competitive drive and focus from her NCAA swimming career to her work with clients: steady, strategic, and always forward-thinking.
- She’s been honored repeatedly as a top advisor by both industry peers and client referrals.
- Clients describe her as thoughtful, relatable, and deeply committed to their success.
Industry Recognition:
- NAIFA-Atlanta Top Female Advisor (2015–2024)
A Bit More About Lisa:
Lisa was raised just south of Denver, Colorado but made her way to Georgia to swim for the University of Georgia and never looked back. A standout student-athlete, she was a two-time SEC Scholar-Athlete of the Year, an NCAA national champion, and a team captain who helped lead UGA to an SEC Championship.
Today, Lisa and her husband Michael (also a UGA swimmer!) live in Smyrna, Georgia, where they’re raising three energetic boys. They are active members of Cumberland Community Church and love finding ways to serve their community together.
Team Members:
- Josh Ketchie- Principal
- Kristen Mantovani- Paraplanner
- Kimberly Smith- Client Support Manager
- Tegan Ketchie- Team Support Manager
Ready to connect?
Book a meeting with Lisa & Josh
The National Association of Insurance and Financial Advisors (NAIFA) 2020-2025 Atlanta Top Female Advisor Award recognizes current female NAIFA members who show exemplary service to their profession, colleagues, and clients. Minimum requirements include MDRT-level production, continuous NAIFA membership and continuous contributions to the Insurance and Financial Advisors Political Action Committee. This award is not based on investment performance.