Lisa Dewing, CFP®
Login to view DISC.Lisa Dewing is a CERTIFIED FINANCIAL PLANNER® and Operations Manager at Kramer Wealth Managers, where she has worked for over 25 years. She holds a FINRA Principal Securities License and is deeply involved in client services and office management. Lisa earned her Bachelor of Science from the University of Maryland Global Campus.
Outside of finance, Lisa is a nationally certified (NIC Advanced) American Sign Language interpreter and maintains a private practice. Her initial goal was to become an interpreter, which led her to her current firm. She is passionate about accessibility and has interpreted at industry events, promoting inclusivity for clients with disabilities.
Uniquely, Lisa began her 25-year tenure in wealth management as a way to improve her ASL fluency before becoming a professional interpreter.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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