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Comprehensive Financial Planning
Lisa helps clients bring investment, retirement, estate, and other financial priorities into a coordinated plan that reflects their goals and evolving circumstances.
Lisa
Windsor
Lisa Windsor, CFP®, is a Financial Advisor at Signature Estate & Investment Advisors (SEIA) in Northern Virginia. She works with Tom West and the team’s financial planning and investment management practice to help clients navigate complex financial decisions with greater clarity and confidence.
Lisa’s focus is on bringing structure to financial lives that can feel fragmented or overwhelming. Investment decisions, retirement goals, estate-planning considerations, and changing family priorities often need to work together. She helps clients understand how these moving pieces connect and develop a strategy that reflects their goals and the life they want their wealth to support.
With experience in investment and financial planning since 2008, Lisa brings a practical, client-centered perspective to comprehensive planning. Before joining SEIA, she spent eight years as Vice President, Wealth Planner at Fidelity Investments. Her prior experience also includes roles as an Investment Counselor at T. Rowe Price and Senior Credit Manager at Wells Fargo.
Lisa is committed to helping clients make informed decisions over time, not simply responding to the financial question directly in front of them. Her approach combines disciplined investment management with thoughtful planning, helping clients adapt as their circumstances, financial responsibilities, and long-term goals evolve.
In 2025, Lisa was ranked #9 on AdvisorHub’s 100 Women Advisors to Watch list, which recognizes women advisors based on practice scale, growth, and professionalism.
Lisa earned her Bachelor of Science degree from North Dakota State University in 2008. She earned the CERTIFIED FINANCIAL PLANNER™ certification in 2021 after completing the certification education program through the College for Financial Planning®. Lisa holds Series 7 and Series 66 securities licenses.
A North Dakota native, Lisa lives in Northern Virginia with her husband, three children, and two dogs. Outside of work, she enjoys live music, painting, and spending time with her family.
Lisa’s Specialties
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Investment Management
Through disciplined investment management, Lisa helps clients align their portfolio strategy with their goals, time horizon, liquidity needs, and comfort with risk.
03
Retirement Planning
Lisa works with clients to prepare for retirement by connecting investment decisions with the income needs, lifestyle priorities, and financial responsibilities that may shape the next chapter.
04
Estate & Legacy Planning
Lisa helps clients consider how family priorities, estate-planning decisions, and long-term wealth-transfer goals can be reflected in their broader financial strategy.
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Financial Planning for Families
As family circumstances change, financial decisions often become more complex. Lisa helps clients make informed choices as they balance current responsibilities with future goals.
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Financial Guidance Through Life Transitions
Lisa helps clients navigate significant financial changes with a structured, thoughtful approach, whether they involve a career change, retirement, family transition, or a shift in financial priorities.
Awards &
Recognition
100 Women Advisors to Watch 2025
AdvisorHub
Advisors to Watch 2024
AdvisorHub
5-Star Wealth Management Teams 2026
InvestmentNews