Lisa joined us in 2017 as an assistant to our Compliance Officer. She is now one of our client service associates and assists our financial advisors with opening accounts, transferring funds, and account maintenance. She also responds to donation requests from the Frances W Burton Foundation which operates through First Western Advisors.
Lisa earned a bachelor’s degree from the University of Utah in Communications with an emphasis in Photojournalism, and a minor in English. She has been heavily involved in supporting children who are battling cancer through the Millie’s Princess Foundation. She also enjoys hiking, photography, music, and swimming with her grandkids. She currently lives in Sandy, Utah with her husband, Gary.
Raymond James is not affiliated with the above organizations and/or charitable causes.