Lisa excels at fostering meaningful connections between clients and team members. With a natural talent for communication and a knack for project management, she helps ensure clients feel informed and confident as they navigate the complexities of financial planning with their advisor.
Lisa brings a diverse professional background to her role, having previously worked as a physical therapist assistant, real estate agent and marketing liaison. She holds two associate degrees from the College of Central Florida.
Away from the office, Lisa stays busy as a mom of one and as an active member of a young adult ministry, where she directs talent shows, organizes philanthropic events and supports her community through initiatives like feeding the homeless. She also enjoys playing pickleball, visiting museums, creating artwork and exploring local businesses.