As our practice’s operations expert since 2005, Lisa plays an integral role in our superior client service. Lisa has earned the Registered ParaplannerSM designation through the College for Financial Planning in Denver, Colorado, and holds the Series 7, 9, 10 and 66 licenses. Like the advisors of our practice, she is licensed in life and health insurance.
Lisa attended North Carroll High School, where she graduated with high honors, as well as Carroll Community College and Towson University, where she was also recognized for outstanding academic achievement.
Prior to joining our group, Lisa was a stay-at-home mom working part-time as an orthodontic assistant and inventory/physical plant coordinator for a local orthodontics practice. Over the years, she has acquired additional business acumen via her ongoing service as corporate secretary and treasurer of her husband’s business, Evergreen Builders, Inc., in Hampstead.
Lisa’s personal interests include hiking, gardening, reading, jogging and scrapbooking. She attends St. John’s United Methodist Church and resides in Hampstead with her husband, Brent. They have three children, Tom, Mason and Jamie, and one grandchild, Peyton.
I help to ensure the efficiency of our office and that all client requests are handled in a timely manner.