About Us

Our Mission

To empower organizations and individuals to excel through innovative financial consulting and transformative coaching.

Our Vision

We aim to be a premier leader in financial consulting and executive and retirement coaching, ensuring every client is stronger and more successful than when we started.

Our Values

At HES, we are guided by a core set of principles that influence every aspect of our business interactions and operations.

• Honesty and Integrity: We are committed to conducting our business with the highest ethical standards. Trust is the foundation of our relationships with customers, partners, and employees.

• Value-Add: We strive to exceed expectations by delivering exceptional results and innovative solutions that create significant value for our clients and stakeholders.

• Customer Experience: Our focus on customer experience is unwavering. We believe in creating lasting impressions through personalized service, responsiveness, and a dedication to solving our clients’ challenges.

• Respect and Inclusion: We prioritize a culture of respect, embracing diversity and fostering an inclusive environment where all voices are heard and valued.

These values drive our decisions and our dedication to achieving excellence in all that we do.

Our Managing Partner
Lisa J. Haynes, CPA, MBA, ChFC®

Lisa J. Haynes is a speaker, board member, and dual-certified executive and retirement coach who helps high-achieving professionals—especially senior leaders and executives—navigate reinvention.

Lisa J. Haynes is a speaker, board member, and dual-certified executive and retirement coach who helps high-achieving professionals—especially senior leaders and executives—navigate reinvention.

Today, she focuses on what most people miss—the non-financial side of transition. While many professionals prepare financially for what’s next, few are prepared for the identity shift, loss of structure, and quiet uncertainty that often follow a successful career. Known as the Chief Reinvention Wingwoman, Lisa helps individuals and organizations move forward with clarity, confidence, and purpose through speaking, coaching, and strategic advisory.

She brings more than 35 years of executive leadership experience across organizations including Fannie Mae, John Hancock, and the Mortgage Bankers Association, where she served as Chief Financial Officer and Chief Diversity & Inclusion Officer. A CPA and Chartered Financial Consultant, Lisa has led through complex financial and regulatory environments and brings deep expertise in financial governance and strategy.

Her experience includes playing a pivotal role in the $6.3 billion financial restatement at Fannie Mae and leading SEC reporting at John Hancock following demutualization. She has managed and advised on budgets totaling $2 billion and co-led a $100 million loan accounting system conversion supporting a $3 trillion loan portfolio.

Prior to retiring in 2024, Lisa strengthened governance and financial oversight at the Mortgage Bankers Association, working closely with Audit and Investment Committees and helping oversee more than $100 million in operating reserves. She also led the organization’s rapid transition to fully remote operations during COVID.

Lisa serves on the Advisory Board of Porte Management Agency and as a board director for The Bridge Solution, bringing financial expertise, governance insight, and executive leadership experience. She has been recognized as a Woman of Influence by HousingWire, a Top 50 Financial Leader by National Diversity First, and Nonprofit CFO of the Year by Association Trends.