Lisa Kellum
Financial Wellness Advisor
Lisa Kellum is a dynamic and accomplished Financial Wellness Advisor, joining the Storen Financial team in 2025. In her current role, she focuses on empowering clients to achieve financial stability and wellness through personalized strategies and holistic financial planning. She combines her extensive background in compliance, ethics, and business management to provide unique insights and guidance. While some argue that financial wellness is purely about budgeting, Lisa advocates for a more comprehensive approach, incorporating mental and emotional well-being. Striking a balance between these perspectives can lead to a more sustainable financial future.
Lisa is the Founder and President of Financial Wellness Advocates, LLC, a company she established in 2017 that is dedicated to promoting financial literacy, wellness, and improved quality of life. With a strong background in healthcare management, Lisa has held several significant roles, including Chief Operating Officer and Superintendent of a large psychiatric hospital, Chief Compliance Officer for a Fortune 30 company’s Medicaid Managed Care line of business, and Staff Vice President of Special Investigations. Additionally, she served as the Director of Ethics and Compliance Training for a company with 40,000 employees. Lisa holds an MBA from Indiana Wesleyan University and an MSW from Indiana University, and she is a licensed clinical social worker.
As a long-time Zionsville resident, Lisa is deeply rooted in her community. Outside of the office, Lisa cherishes spending quality time with her family, exploring nature trails, indulging in local culinary delights accompanied by live music, and unwinding with her two small dogs.
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