Lisa McCurdy is passionate about helping her clients achieve true generational, legacy planning. She has significant, personal fiduciary experience as trustee, trust protector and guardian is uniquely capable of assisting clients with their future plans for care and asset management. She has considerable personal business experience and is aware of the ever-pressing day to day business issues that must be balanced with planning for the future. Further, her team partners with a team of Financial Management, Insurance, Tax Planning, and Valuation professionals to help people protect themselves, their families and their legacy.

During Rotary Year 2018-2019, Ms. McCurdy served as the first African-American and fifth female President of the Rotary Club of Washington, D.C. She also serves in various leadership roles within several other philanthropic and community organizations.

Ms. McCurdy is a graduate of the Georgetown University Law Center and the University of the District of Columbia. While at Georgetown University Law Center (GULC), she was published and edited articles submitted by law professors and practicing tax counsel in her position as Lead Articles Editor of The Tax Lawyer, a collaboration between GULC and the American Bar Association.

She lives in Washington, D.C. with her husband, Raymond. and Heracles the Wonderdog. Their son, Robert, lives in New York City.