Lisa Sharp McHenry, AWMA®, CFP®

Financial Planner

Mount Joy, PA

P: (717) 653-6662
T: (800) 653-9723
F: (717) 653-6214

Lisa McHenry, Financial Planner

Lisa Sharp McHenry, AWMA®, CFP®, is a Financial Planner at Everence® Financial. She serves as an Investment Advisor Representative and is a licensed insurance agent in Pennsylvania. Lisa serves clients with comprehensive financial planning, retirement and life transition navigation, and investment management and socially responsible investments.

Lisa joined Everence in 2008 and has held different roles at the organization, including Credit Union Branch Manager, Financial Consultant and her current position, Financial Planner. She is especially passionate about “being part of God’s provision for His people and helping people live out their values in their finances.”

Lisa and her husband, Stacy, have a daughter, Abigail. In her free time, Lisa enjoys hiking, reading, scrapbooking, and taking trips to Knoebels Amusement Resort in Elysburg, Pennsylvania. She and her family attend Christ Alone Fellowship in the City of Lancaster.

Lisa works from her office at 960 E Main St, Mount Joy, PA 17552-9320.


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Disclaimer

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates.


Lisa Sharp McHenry, AWMA®, CFP® is licensed to discuss and/or offer financial services and/or products to residents of FL, MA, MD, ME, MI, MN, NJ, NY, PA, TN, TX and VA.

Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.