Episode 40: On The Rocks with Lisa Towbin

Episode 40: On The Rocks with Lisa Towbin
June 13, 2025
3 min read

Story by Joe Warren

 

You never know who you’ll sit next to on a flight—but on a recent return from Florida, Joe found himself next to someone unforgettable: Lisa Tobin. One of the most accomplished women he has ever met, Lisa left a lasting impression not just with her story but also with her energy, wisdom, and perspective on life.

Fittingly, for the 40th edition of the podcast, Lisa delivered what Joe calls the best piece of advice shared on the show so far: “Just keep moving!”

From career milestones to personal reinventions, Lisa has done it all—and yet, she’s just getting started. Her passion for living fully is contagious, and in this episode, she shares the mindset that keeps her moving forward. This is Lisa’s story—and it’s one you won’t want to miss.

Our Services

Financial Planning & Advice

Warren Capital Group’s foundational planning software allows you to access your online financial information in one place so you can easily monitor your portfolio, including investment, retirement, and credit card accounts.

Wealth Management

There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.

Company Retirement Plans 401(k) & SIMPLE IRA

Give your employees a benefit plan that will allow them to begin saving for retirement. We sit down with each company and assess the benefits of each type of plan for both the company and their employees. Employees will also have access to our foundational planning software.

See All Services

Your Trusted Advisors

Joe Warren

Founder & CEO

Parker Allen

Financial Advisor

Hector Molini

Financial Advisor

Stuart Brown

Portfolio Manager

Our Track Record

  • 2005Year Established
  • 72+Years of Combined Advising Experience
  • 4Investment Advisor Representatives
  • 170+Families and Companies Served

Send us a Message

For any inquiries, questions or commendations, please call: 854-246-8881 or fill out the following form

Name(Required)