Meet Our Estate Planning Lawyers
Meet Lisa McCurdy
Fractional Chief Operations Officer and Integrator
Lisa is our Chief Operations Officer and Integrator — the steady force behind the momentum. With 25 years of experience including 15 years in Senior Executive leadership, she is passionate about strategizing success, elevating teams and driving unstoppable traction. She has a gift for turning big ideas into clear, executable action plans.
A proud “Jill of all trades” and master of one, Lisa holds a Master’s in Communication Studies with an emphasis in Conflict Management. She is also a Working Genius Certified Consultant, Certified Virtual Facilitator, Certified Trainual Consultant, an EOS Integrator Masterclass Graduate and a Certified Exit Planning Advisor — because growth isn’t optional around here, it’s a lifestyle.
When Lisa isn’t plugging away on her MacBook Pro, she’s a self-proclaimed encourager who always finds the positive spin. She thrives on checking boxes “Done!” and keeping life beautifully organized. A proud kitty mama and makeup junkie at heart, you’ll usually find her rocking a messy bun and yoga pants between outdoor adventures. And, when she’s off the clock? She’s a full-fledged foodie, happily chasing her next unforgettable bite.
Enroll in a FREE Estate Planning Workshop
Our virtual workshops are designed to educate you about a variety of estate planning topics, including wills, trusts, probate, and more!

