Bonney Lake, WA Office

Lisa Green is a Financial Consultant currently working at Fidelity Investments since 2023. She has extensive experience in the financial industry, previously holding positions such as Registered Practice Associate and Registered Client Service Associate at Ameriprise Financial, where she worked from 2007 to 2023. Prior to that, she held roles including Branch Office Associate at Edward Jones and Project Analyst at Frank Russell Company. Her professional background includes expertise in client service and financial consulting. Lisa holds insurance licenses in Arkansas and California. Her approach to financial planning emphasizes trust, transparency, and personalized attention, aiming to develop customized plans that help clients achieve their financial goals. Outside of her professional life, Lisa has interests in the beach, cars, social events with friends, gardening, and traveling.

John Weeks is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. He has worked at Fidelity since 2021 and previously at Edward Jones from 2019 to 2021. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, delivering strategies through systematic methodologies and long-term asset allocation benchmarks.