Meet Lisa Nee

Her Background

Lisa was born and raised in Indiana. Both of her parents were educators, and she ultimately followed in their footsteps getting her bachelor’s degree in elementary education with a minor in English and an endorsement in middle school teaching. She moved to Charleston after graduating and taught middle school English/language arts and remedial reading for eight years in the Low Country. While teaching, she obtained her master’s degree in reading focusing on curriculum and instruction.

When she is not working, you can find her playing tennis, reading, or spending time with family and friends.

Her Role at BAFG

Lisa has been part of Breakaway Financial group since February of 2020. She has started her involvement in the firm through administrative tasks but is getting more involved in the financial plan construction for our clients. As our firm and team evolve, her role will also continue to change over time. We are grateful to have her support our clients in their journey to make their life plan a reality through financial planning.

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