Lisa Featherngill CPA/PFS, CFP (R)
Head of Legacy & Wealth Planning, Abbot Downing
Lisa is the head of Legacy and Wealth Planning at Abbot Downing. She is responsible for a comprehensive suite of services, including the Abbot Downing Clarity signature service, customized financial and wealth transfer planning, and planning for business transitions. She leads a team of experienced and credentialed professionals who provide traditional planning in a unique way to align with family governance, history, and education programs that reflect clients' values, priorities, and goals.