Lisa Andrews (CFP®, CPCU, MBA)

Lisa Andrews focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

Lisa Andrews, CFP® is the founder of Perk Planning, LLC, located in Madison, Wisconsin. She is known for her high-energy, candor and her passion for evidence over hype in all areas related to finance.

Lisa graduated from Bemidji State University with a Bachelor’s Degree in Business Administration, and received her MBA from the University of Wisconsin-Madison. She passed the CERTIFIED FINANCIAL PLANNER™ examination in July 2007 and was approved for certification in February 2008.

In addition to working with one-on-one with clients, Lisa enjoys teaches several courses in the Personal Finance program at UW Madison in the School of Human Ecology. She and her husband Eric live in Madison.

Michael W. Meridith, CFP®, CPWA®, CIMA®, joined Perk Planning in 2018 as a fee-only financial planner after a decade in the wealth management industry. Michael is passionate about assisting clients to identify, prioritize, and attain their goals in the most efficient and rewarding manner possible. He strongly believes that partnering with clients, in a consultative role, to create and implement a holistic financial plan is the key to enduring success.  

Michael lives in Madison with his spouse Allison, two young sons Monroe and Audric, and his Chow Chow Animal.

NAPFA Start Date

August 19, 2010

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This Office

1 North Pickney St., Ste 200 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039