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 within the wealth management industry.
As the firm’s Practice Manager, Lisa plays a pivotal role in aligning the team, optimizing processes, and driving strategic priorities—ensuring seamless operations and eliminating gaps. This allows our financial advisors to concentrate on what they do best: cultivating meaningful client relationships, scaling their practices, and delivering exceptional service.
In her role, Lisa specializes in developing and executing integrated strategies that:
- Bring the firm’s vision into actionable reality
- Continuously elevate and enrich the client experience
- Fuel sustainable growth in production and profitability
- Establish strong team structures and operational frameworks
- Streamline systems, workflows, and processes for greater efficiency
- Strengthen and elevate the firm’s brand presence
She graduated from Michigan State University 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.