Lisa Gamble, MBA, AFC®, RICP®
Lisa began her career in health care, where she worked for 22+ years. Lisa has always had a servant's heart and enjoys helping people and making a difference in their lives. In her health care career, she worked in the optometry field; for a large group benefits provider; as a medical practice administrator; and has assisted with regulatory compliance for clinical drug trials.
At the urging of a close friend, Lisa followed her talents and heart and entered the financial services industry in 2002. She holds a master’s degree in business administration and has studied at the University of Alabama, Kennedy Western University, The Association for Financial Counseling and Planning Education, and The American College. Lisa is a Retirement Income Certified Professional® and an Accredited Financial Counselor®. She holds FINRA Series 6, 63, and 65 securities licenses, as well as life and health insurance licenses.
Lisa provides personal financial counseling to military families in Alabama, and a major part of her practice focuses on the unique financial needs of women. She knows there are many changes that come along throughout one’s working career, and their retirement years are no different. For most people, retirement brings its own set of challenges and adjustments. Lisa feels strongly that her clients’ financial strategies must be flexible enough to change when life changes, yet solid enough to weather life’s storms.
Lisa and her husband live in McCalla, Alabama, and are empty nesters who enjoy spending time together and being involved in their church. When time allows, they like to travel and partner together on projects around the house. She has two grown "bonus" children and five "bonus" grandchildren. Lisa considers her life to be full and blessed.
Lisa provides a variety of financial services, including:
- Individualized retirement income planning
- Financial counseling services
- Insurance services including life, disability, and annuities
- Group employee benefits including life and group retirement plans (401(k), 403(b), 457(b))
- Traditional IRAs, Roth IRAs, and individual 401(k) plans
- College savings plans and nonqualified investment accounts
- Financial training and education via workshops and seminars
“When planning for retirement, remember no deposit today means no withdrawal tomorrow.”
Director of Client Services
Clark Whitaker joined AC Financial Partners in 2014 as director of client services. Clark has a strong customer service background and operational skills, along with various professional skills that were acquired from over 18 years of experience in the financial services industry.
Clark works directly with our clients. He facilitates the setup of new accounts, movement of assets, and client requests on a daily basis. His goal is to provide the best customer service possible for our clients to ensure their satisfaction.
Teah Jackson joined AC Financial Partners in 2017 as marketing manager. She came to the office from Southern Living, where she was the marketing research manager. Teah is married to Jeremy Jackson and has two sons, Henry and Maximilian, who are in school at Pizitz Middle School and Vestavia Hills Elementary West.
Teah is responsible for setting up meetings and maintaining our company's calendar. She plans and executes our events, sends out client communications, and maintains our website.