Lisa handles all transactions that deal with cashiering, such as distributions and deposits for clients, as well as some compliance matters.
Lisa joined First Western Advisors in 2017. She earned a bachelor’s degree from the University of Utah. While there, she was a photographer on the university’s paper.
Lisa is originally from Murray, Utah, and now lives in Sandy, Utah, with her husband, Gary. In her free time, Lisa enjoys photography, reading and being a grandma. She founded Millie’s Princess Foundation, a nonprofit charity for local children who are battling cancer.