Success Starts Here

Lisa Sumpter, CFP®



First State Financial Management, Inc.
225 East Columbia St.
, MO 63640
(573) 756-8971
(800) 748-7169

Lisa Sumpter designs financial solutions for individuals, small  business owners and foundations that help them achieve their goals and dreams. 

 Lisa has helped hundreds of families and organizations in the Mineral Area plan for  a secure future.  Wealth management and preservation planning are a primary focus of Lisa’s practice.  In addition, she tailors  strategies for  tax-efficient income.  Lisa   also coordinates her work with local tax and legal professionals to help her clients reduce estate taxes and asset transfer costs. 


By analyzing an individual’s unique situation, Lisa is able to provide a highly customized level of planning and on-going service to assist with both current and future financial needs.


Lisa brings to FSFM her experience in the areas of   banking, financial planning, and investments since 1995.  She is a  graduate of Central Methodist University with a BA degree in accounting and of Lindenwood University with a Masters in Business Administration.


Lisa has completed all of the  requirements for the CERTIFIED FINANCIAL PLANNER certification which includes a rigorous course of study, a bachelor’s degree, passing a comprehensive two-day examination, a minimum of three years of experience in financial   planning and adherence to a strict code of ethics.


Lisa maintains Series 6, 7, 63, and 65 General Securities and Investment Advisor Representative registrations with the Financial   Industry Regulatory Authority, as well as Life, Health and Annuity  insurance licenses.


Lisa is a member of the Farmington Chamber of Commerce Board of Directors and Ambassadors. 


Lisa’s interests outside of work include reading, fishing, cooking, spending time with family and enjoying great films.