Lisa Dreher CFP, CPA- Nashville, TN Financial Planner

Biography
 




Lisa Dreher - Financial Planner CPA, CFP

Lisa B. Dreher, CPA, CFP®

 

 
  • Education - BS Degree in Accounting
  • Certifications - CPA and CERTIFIED FINANCIAL PLANNER™
  • Licenses – Securities licenses in TN, KY, MO, IN. Insurance licenses in TN and KY
  • Experience - Providing business, tax, financial and investment advisory services in Nashville for over 37 years
  • Professional Memberships - Financial Planning Association, Donelson-Hermitage Chamber of Commerce and National Association of Women Business Owners.

Lisa Barriger Dreher attended Murray State University and earned her BS degree in Accounting in December, 1978. She, and husband Scott, moved to Nashville after graduation and Lisa has worked in various areas of accounting, tax and finance ever since. She is a CPA and worked for over 20 years in the public accounting and corporate income tax fields. In 1992 she earned her certification as a CERTIFIED FINANCIAL PLANNER™ and has been a licensed securities representative and a licensed insurance agent in Tennessee since 2000. Lisa worked providing financial planning and investment advisory services in Brentwood, TN for 10 years before starting her own firm.

In May of 2010, Lisa established Dreher Advisory Services, PLLC in Nashville, TN to combine her unique background of tax, business and finance in order to provide a broad range of financial planning services to individuals and small businesses. She is a registered representative and investment advisory representative of Silver Oak Securities, Inc. and offers securities, investment advice and financial planning services through her affiliation with their firm which is located at 3339 N. Highland Ave., Jackson, TN 38305. Lisa is a member of the Financial Planning Association, the Donelson-Hermitage Chamber of Commerce and the National Association of Women Business Owners. Lisa is an active member of the Executive Women’s Golf Association and has served on their board for 3 years.

Lisa and Scott are active members of Hermitage United Methodist Church. She is married to Scott Dreher, her college sweetheart, and they have two grown children, Stacey and Justin. Lisa and Scott are the proud grandparents of Dominick, Devon, Dion, Maleia, and Jacob and enjoy spending time with the grandchildren whenever possible. Playing golf and biking on the green way are two of their favorite activities.



Financial Planning - CPA, CFP

Check the background of this investment professional on FINRA BrokerCheck

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC
Dreher Advisory Services, PLLC and Silver Oak Securities, Inc. are separate entities.

Dreher Advisory Services, PLLC | Lisa B. Dreher, CPA, CFP®
565 Marriott Drive, Suite 810 | Nashville, TN 37214
Phone 615-369-5141 | Fax 615-369-5142


lisadreher@silveroaksecurities.com

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