Lisa began working with our team as a Strategic Consultant in 2017 and officially joined the firm in January 2021.
She has over 15 years of experience in strategic marketing, business development, and project management for wealth management firms.
As the firm’s Practice Manager, Lisa develops and aligns our team, processes, and strategic priorities—ensuring nothing slips through the cracks. This allows our financial advisors to focus on what they do best: building meaningful client relationships, growing and scaling their practices, and delivering exceptional service.
Within her role, Lisa specializes in building and executing integrated strategies that:
- Bring our team's vision to life
- Continuously improve and enrich our client experience
- Drive sustainable growth in production and profitability
- Build effective team structures and operational frameworks
- Streamline systems, workflows, and processes
- Strengthen and elevate our firm's brand
She graduated from Michigan State University in 2007 with a bachelor’s degree in marketing from the Eli Board College of Business.
Lisa resides in Milford with her husband, Tom, and children, Mackenzie and Jacob. She enjoys spending time with family and friends, boating, camping, and yoga.