Lisa Carey has spent her entire career in financial services, helping clients make informed decisions and plan for what matters most. As Director of Financial Planning at GEM Asset Management, where she has been a cornerstone of the advisory team since 2012, Lisa works closely with clients on retirement planning, wealth preservation, and life transitions including widowhood and divorce. Her approach goes beyond the numbers. She believes that financial planning is ultimately about helping people live fully and align their resources with the life they want to lead.
Lisa holds a Bachelor of Science in Business from Central Michigan University and a Master of Science in Personal Financial Planning from Kaplan Financial, completed in 2025. She holds four professional designations: CERTIFIED FINANCIAL PLANNER®, Accredited Wealth Management Advisor™ (AWMA®), Chartered Retirement Planning Counselor™ (CRPC®), and Master Planner Advanced Studies™ (MPAS™), credentials that reflect a deep and ongoing commitment to her clients and her craft.
Before joining GEM, Lisa served as an Investment Advisor Representative at General Financial Services in Mount Pleasant, Michigan, before moving into a business excellence role at Eaton Corporation. Those experiences across advisory and corporate environments gave her a broad perspective that she brings to client work every day.
Clients value Lisa for her patience, her ability to explain complex topics clearly, and the genuine care she brings to every relationship. She is also a Trained Spiritual Director and RCIA Sponsor, and her faith informs the way she shows up for the people she serves.
Outside the office, Lisa enjoys photography, running, hiking, and exploring the outdoors with her Weimaraner.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Accredited Wealth Management AdvisorSM, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered Retirement Planning CounselorTM, CRPCTM, and the CRPCTM logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
