Experienced Team Player
Lisa has worked alongside Jeff Foster, CFP® for over 18 years. She’s a team player and is very resourceful. When complex situations arise, Lisa gladly makes calls and goes the extra mile for clients. She schedules and attends client meetings, maintains documents, and processes important forms. A large part of her job is client communication. She enjoys interacting with clients whether it’s at the office, an event, or over the phone. She has a special way she of making meetings feel like coffee with a friend. Lisa has an encouraging spirit and loyal heart.
Grandkids, Projects, & Sunrises
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, she enjoys sipping coffee and taking photos of the sunrise, trees, and fields surrounding her home in Seymour.
Lisa’s favorite quote is, “Anyone with a purpose can make a difference.” – Zig Ziglar