Lisa has worked in this field for 20 years. She has over 30 years of customer service experience. When complex situations arise, Lisa gladly goes the extra mile for clients. Her superpower is resourcefulness. A large part of her job is client communication and following up with clients’ on their financial plans once the advisor makes recommendations. She also schedules and attends client meetings.
She enjoys interacting with clients whether it’s at the office, an event, or over the phone. She has a special way of making meetings feel more like coffee with a friend. Lisa has an encouraging spirit and a loyal heart.
Living Invested
Photography is a passion of Lisa’s for many reasons, but one of the biggest is the ability to capture and preserve small moments. Whether it’s taking pictures of people or sceneries, she says it helps her appreciate every aspect of life.
Lisa loves attending her grandkids’ various school performances and sporting events. When she has time to herself, she enjoys DIY projects. Her most recent project was a complete bedroom makeover. Now, she’s refinishing an antique dresser. Another thing she enjoys is finding unique items and gifts for friends in local boutiques. On beautiful mornings, you can find her sipping coffee and taking photos of the sunrise from her home in Seymour.
Favorite Quote
“Anyone with a purpose can make a difference.” – Zig Ziglar
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