Lisa Hopcroft is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and also works with the company’s Family Office division serving clients out of the office in Atlanta, Georgia.
As an experienced wealth advisor to individuals, families, and businesses, Lisa uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Lisa and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Lisa graduated with distinction from Nova Southeastern University in Ft. Lauderdale, Florida with a degree in management. A few years later, she received her CERTIFIED FINANCIAL PLANNERTM designation from the Financial Planning Certificate Program at the University of Central Florida. Lisa is also a Certified Wealth Strategist® (CWS®).
In 2010, Lisa was named Employee of the Year for the Atlanta office for her outstanding client service.
Active in her community, Lisa attends her local church, where she serves on the host team and has led community groups for over seven years.
When Lisa is not in the office, she can be found hiking and camping in the mountains with her husband, Rob, and her teenage son, Nick. Lisa resides with her family in Alpharetta, Georgia.
Lisa Hopcroft and her team have been our account representatives at Ronald Blue Trust for the past 4 years. They are all very professional and efficient. Their presentations that show our financial position, investments and projections for future income and spending are very detailed and extremely helpful. They have also been most helpful in dealing with questions relating to our home loan, life insurance, social security and Medicare. Knowing their spiritual background and the way that they make decisions and provide guidance is a great comfort to us. Cathy and I highly trust their judgment and integrity, and are happy to recommend them to our friends and relatives.
Ted and Cathy DayMineral Bluff, GA
We have been working with Lisa Hopcroft and her team for over 20 years in both lean and fat seasons. We have found her advice to be wise, timely, insightful, competent, helpful, and fully trustworthy. She has a humble confidence expressed in her warm, relational, professional style. Lisa and her team have been instrumental in helping our family steward our financial assets and give generously. We heartily recommend her - she will bless you!
Bill and Alison IbsenRoswell, GA
Working with Lisa Hopcroft and the team at Ronald Blue Trust has been such a gift. We needed financial advice on how to steward our assets well, and Ronald Blue Trust came highly recommended. We have been able to not only receive the best financial advice, but we have also grown our portfolio to have the capacity to be generous with what God has blessed our family with. Lisa has been invaluable for not only financial advice, but to lend a constant listening ear to help navigate the curve balls life sometimes throws.
https://www.ronblue.com/wp-content/uploads/2021/09/AdobeStock_246870301-scaled.jpeg17072560Shea Kastehttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngShea Kaste2021-09-24 14:00:152021-09-24 17:14:36A Word of Caution on Stablecoins
https://www.ronblue.com/wp-content/uploads/2021/09/Fiduciary-AdobeStock_406260491-scaled.jpeg14402560Shea Kastehttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngShea Kaste2021-09-13 10:00:522021-09-13 10:00:58Why Having a Fiduciary Advisor Matters
Ronald Blue Trust obtains historical and other information from a wide variety of publicly available sources. The information and material provided is for informational purposes only and is intended to be educational in nature. We have taken reasonable care and precaution to ensure that the information is fair and accurate, or has been compiled from sources believed to be reliable. Nevertheless, we do not make any representations or warranty, express or implied, as to the accuracy, completeness, or fitness for any purpose or use of the information. The information may not in all cases be current and it is subject to continuous change. Accordingly, you should not rely on any of the information as authoritative or a substitute for the exercise of your own skill and judgment in making any investment or other decision. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investments, accounting, tax, and legal matters or other matters before taking any action. We shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained here. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimates, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Investing involves risk and the value of your investment will fluctuate over time and you may gain or lose money. Past performance of any security, sector or investment style is not necessarily indicative of future results.
Ronald Blue Trust is a trademark used by Thrivent Trust Company, a federal savings association, and Thrivent Trust Company of Tennessee, Inc., a Tennessee public trust company, separate affiliated entities. Trust and investment management accounts and services offered by Ronald Blue Trust are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.