ABOUT THE AUTHORS

Five Misconceptions About Retirement

January 24, 2008

ABOUT THE AUTHORS

Lisa Taranto Schiffer and Emily Novick are registered representatives of Securities America Inc., Member FINRA/SIPC.  Lisa may be reached @ 404-898-7550 or lisa.schiffer@hawcpa.com or www.tegrafinancial.com.



LISA TARANTO SCHIFFER, CHFC
Vice President
Tegra Financial Partners

Lisa is a Vice President with Tegra Financial Partners, a subsidiary of Habif, Arogeti & Wynne, LLP that provides individuals and businesses with comprehensive financial planning and asset management.

Lisa is a Chartered Financial Consultant (ChFC) and holds all required licenses in the areas of investments and insurance planning. 

In 1985, Lisa began in New York City with Merrill Lynch, Inc. and later joined Sanford C. Bernstein & Co., Inc. in 1988.  In 1990, after moving to Washington D.C., she worked for American Express Financial Advisors (AEFA) as a financial advisor, where Lisa and Christopher J. Wynne formed Schiffer, Wynne & Associates, and relocated their practice to Atlanta in 1995.  During her tenure with AEFA, Lisa worked with the company’s Senior Financial Advisor Group.  She earned the President’s Recognition Award for Quality Advice in 1999, 2000, 2001 and 2002. 

Lisa has conducted seminars for numerous companies, such as Equifax, WebMD, Nortel, CNN and US Customs, to name a few.  Lisa has qualified for the Million Dollar Round Table numerous times, has appeared several times as a guest on NBC’s “Peachtree Morning,” and has been quoted in the Marietta Daily Journal, quoted in Dossier Magazine, featured on the “MyFamily.com” website, and Atlanta Woman Magazine website in 2008.

Lisa is a member of the Tegra Investment Committee.  The Investment Committee designs the Investment Policy Statement of each client’s portfolio, and monitors and reviews investment portfolios.

A native Georgian, Lisa is a current member of the Financial Planning Association of America. She is currently pursuing additional designations in the CLU program and ICDP (Institute for Certified Divorce Planners).  She received a Bachelors of Science from Syracuse University in Syracuse, N.Y. 

Lisa works jointly with Chris Wynne as a team practice with Tegra Financial Partners, which they joined in 2003.




EMILY NOVICK, CFP
Manager – Investment Research
Tegra Financial Partners

Emily is the Manager of Investment Research with Tegra Financial Partners.  This subsidiary of Habif, Arogeti & Wynne, LLP provides individuals and businesses with comprehensive financial planning and asset management as well as full-service retirement plan consulting and administrative services.

Emily specializes in investment analysis and financial planning. She has over seven years of experience and works closely with financial planning and asset management clients of Tegra. Emily is also a member of the Tegra Investment Committee. The Investment Committee designs the Investment Policy Statement of each client’s portfolio.  The Committee also monitors and reviews investment portfolios. 

She graduated from Dickinson College with a Bachelor’s degree in Economics. Emily is also a Certified Financial PlannerTM and holds the NASD Series 7/ General Securities Representative and Series 66/ Registered Investment Advisor licenses.  She is also a CFA Level II candidate.