Lisa has been a part of the financial Services industry since 1992 and earned her Series 7 license in 1998. Prior to joining Raymond James in 2006 she spent 14 years with Piper Jaffray where she held the positions of Operations Manager and Registered Administrative Assistant.
As a Sr. registered sales assistant Lisa Manages all of the administrative aspects including special team projects and marketing as well as the coordination of all client communications. She is very involved in the planning process for all the team’s clients. Lisa has spent her entire corer building relationships based on trust and confidence in her abilities.
Colorado Springs is where she calls home. Her spare time is spent with her husband, Bryan as empty nesters. Well sort of, their house is filled with 5 beautiful Siberian Husky’s The have a blended family of 5 children and 5 grandchildren. She and her family love the outdoors, hiking fishing and enjoying the beauty that Colorado has to offer.
This may not be representative of any one client's experience, it's not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.