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 in the Mount Joy office. She serves as an Investment Advisor Representative with Concourse Financial Group Advisors 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.
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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


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 ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planing in the United States and/or other countries.


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.