An experienced professional, Lisa has spent decades in the financial services industry and has benefited from a variety of opportunities, challenges and successes. Her career has taken her in many directions, however, the past 15 years with Greg and Chris have been the most enjoyable and fulfilling. Devoted to the success of their business and their individual clients, Lisa has a variety of responsibilities on the team, including portfolio reviews and client relations, which she handles with determination and excellence.
Lisa is a very busy, devoted mother of two, and is heavily involved in the community in many areas of interest. In her spare time she is an avid reader and loves travel, cooking and sports.