- 235 NE Loop 820 Suite 208 Hurst, Tx 76053
- 469-949-4845
Wealth Strategist
With over 20 years of experience across real estate, entrepreneurship, and corporate finance, Lisa Morrissey brings a real-world perspective to how money is earned, managed, and deployed. She has built and led multiple real estate brokerages and invested in over 2,000 multifamily units, as well as ranch land and single-family rentals.
Lisa also spent twelve years as a top-performing sales leader with American Express, where she worked with small to mid-sized businesses with revenues of $10M to $300M to enhance working capital and streamline operations.
Today, Lisa helps clients implement strategies that lower taxes, increase control, reduce risk and provide leverage that support both current opportunities and future goals. A core part of her work is educating clients on the power of the Infinite Banking Concept and how it complements what they are already doing.
Outside of work, Lisa is a mother of four and is deeply committed to faith, family, fitness, and finding great gluten-free food.
We enhance your returns and create efficiencies to protect your assets while lowering your tax burden now & later.
We partner with multiple Fortune 500 companies to find the best option, tailoring each plan to our clients’ goals.
We educate clients & design plans based on the 100+ year old wealth building strategy used by the financially mature for generations.
How to get started
Step 1
Step 2
Step 3
How to get started
Step 1
Step 2
Step 3
our services
With our expertise in real estate and business financial services, we can help you achieve greater financial success while protecting your assets and reducing your tax burden now and in the future. We specialize in the Infinite Banking Concept to increase leverage and lower risk.