Wealth Management Assistant
Lisa has spent over 20 years in the financial industry working with trust companies and wealth management firms. Her area of expertise is with trusts, and she carefully examines the terms laid out in the trust(s). Before joining our Arizona team, Lisa worked for M&I Trust Company (now BMO Harris Bank) in their Trust Department.
Lisa processes all new accounts, preparing and reviewing for accuracy before submitting documents to our broker-dealer, Avantax Wealth Management. Lisa's work and educational efforts have earned her the Progressive Ongoing Education Awards for Wealth Management Assistants six years in a row.
She has a reputation in the office for creating heavenly brownies and baked goods! Everyone sings her praises when they see her coming to the office with goodies. Lisa has a love for music, theater, dancing, and singing. She can't contain her love for life. Her children are on the road to fulfilling their dreams – one as an assistant manager of a restaurant and the other in the military. Her stepson, loves his job at a charter school. He an his wife have blessed Lisa with two grandchildren.