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Lisa Burns

Financial Services Representative Licensed Insurance Broker
16 Campus Boulevard Newtown Square, PA 19073
lisaburns@1creative.com
Tel 215.620.7445
View My LinkedIn Profile

I’m passionate about motivating women to take ownership of their financial future!

My life experiences and challenges as a woman in her mid-50s, a mother, and a business partner with my husband, have taught me that life events can happen when we least expect them, and prioritizing planning is of utmost importance for the well-being of ourselves and our families.

I believe the more knowledge you have, the better you’re able to make informed financial decisions for yourself and your loved ones. Through the numerous channels at CREATIVE Financial Group, my hope is to be a trusted resource for increasing your financial confidence and wellness — something I did not have years ago when I needed it most.

My network of experienced financial professionals provides in-depth knowledge of: estate planning, life insurance, long term care needs, disability income insurance, wealth management, retirement planning strategies, education funding, and business succession planning. Having a reliable partner in your corner that will listen and understand what is most important to you is essential in helping you reach your immediate and long-term financial goals.

MY EXPERIENCE
In 2020 I enthusiastically joined my husband, James F. Burns, Jr., in his financial planning practice with CREATIVE Financial Group in the role of Client Relations & Business Development. Leveraging decades of professional experience, I work closely with Jim to help individuals, families, and business owners reach their financial goals by addressing their unique needs and designing solutions around those specific priorities.

I am an independent insurance broker contracted with MassMutual and hold my Life, Accident & Health insurance license in the state of Pennsylvania.

Prior to joining CREATIVE, my professional career spanned over two decades in various communications, marketing, and business development roles with: Takeout Taxi, Disclosure Inc., Microsoft Corporation, St. Thomas Church, Whitemarsh, and owning my own marketing and graphic design firm, White Designs, Inc.

I am a 1991 graduate of the University of Lynchburg with a Bachelor of Arts degree in Art/Graphic Design.

ABOUT ME
Jim and I live in Ft. Washington, PA and have been blessed with four beautiful children and one adorable dog, “Einstein.”

I’ve been an active member of the Upper Dublin community for close to 20 years and a member of the Eastern Montgomery County Chamber of Commerce. I’ve chaired several committees and PTO Boards in the Upper Dublin school district and active in neighborhood and volunteer groups including EONA, the Womenade Group of Ft. Washington, and Peace & Shake.

Jim and I are proud supporters of the Hope for Hallie organization, the Boy Scouts Fall Trail Run, as well as active sponsors of Upper Dublin athletics. I love spending time with family and friends, especially vacationing at my favorite hot spot, the Jersey shore.

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