Lisa Farrier is a CFP® professional with 10 years of industry experience. She has worked at Nest Egg Financial Advisors since 2018 and previously at Open Window Financial Solutions, Ltd. from 2013 to 2016. From 2016 to 2019, she operated a bookkeeping business. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm uses a long-term, asset-allocation approach focused on diversification and behavioral finance concepts to support customized portfolio management and financial planning.

John Ekin is a financial advisor at Nest Egg Financial Advisors in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He has been with Nest Egg Financial Advisors since 2018 and also operates Jack Ekin Physics Consulting, a business he has maintained since 2013. Nest Egg Financial Advisors is a fee-only registered investment adviser serving individual clients, including both high-net-worth and non-high-net-worth households, as well as retirement plans and other organizations. The firm employs a long-term, asset-allocation investment approach focused on diversification and periodic rebalancing, integrating values-based planning and behavioral finance concepts into its advice.