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Lisa J

Series 63, Series 65

Clyde, NC

Respire Wealth Management, LLC

Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to her advisory role, she is CEO and tax planner at On The Mark Financial Services, Inc. Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes tailored portfolios based on written investment policy statements and offers retirement plan advisory services including limited-scope ERISA 3(21) fiduciary support.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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Erika J

Series 66

Clyde, NC

Respire Wealth Management, LLC

Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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