Lisa has spent more than twenty-five years overseeing the day-to-day practice operations for the advisors. Her experience includes assisting clients with complex service needs, managing and training support teams, and implementing new technology with the goal of improving service efficiencies.
Away from the office, she values quality time with her children and grandchild. Photography is her favorite hobby. Her and her husband John, a professional photographer, travel the country exploring and looking for beautiful landscapes and wildlife.