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. In recognition of her hard work and dedication to Raymond James, her team and, importantly, the level of service all her clients receive, Lisa has earned the service associate of the quarter award for the firm’s division.* (Awarded March 2015)
As a registered sales associate and the anchor of the team at Front Range Consulting Group, Lisa manages all the administrative aspects including special team projects and marketing as well as the coordination of all client communications. She is also very involved in providing timely strategies to all the firm’s clients’ unique and sometimes complex needs. Lisa has spent her entire career building relationships based on trust and confidence in her abilities.
Colorado Springs is where Lisa calls home. Her spare time is spent with her husband, Bryan, five children, two grandchildren and her three precious pooches. She and her family love the outdoors, hiking, fishing and enjoying the beauty Colorado has to offer. When not outside, Lisa spends time with her daughter creating custom decorated cakes and cookies.
* The Branch Associate of the Quarter Award is given to a Raymond James & Associates branch employee in each division who consistently demonstrates the Service 1st pledge in working with clients, home office personnel and other branch associates.
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.