As an experienced investment portfolio specialist, Lisa applies her more than 25 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy a dedicated and client-focused experience. Lisa assists in all business operations to include monitoring daily cash flows, daily account trading, reviewing and rebalancing accounts.
She holds her Series 7 and 66 licenses, as well as her insurance licenses for health, life, annuity and long-term care. In 2016, she completed the Wealth Management Specialist™ designation and followed that with the Accredited Asset Management Specialist™ designation in 2019.
Prior to joining Raymond James & Associates in March 2006, Lisa was a senior associate in portfolio management for National City Bank1 Private Client Group. She earned her Bachelor of Business Administration degree, with a major in finance, from Western Michigan University in 1992.
Lisa lives in Richland, Michigan with her husband, Jeff, and children, Riley and Connor. She enjoys traveling with her family, crafting and attending Irish music concerts and events with her sisters.
1Now PNC Financial
AAMS® and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.