Lisa joined our practice in 2005 while at Legg Mason Wood Walker. When our team moved to Raymond James in 2009, Lisa ascended to Branch Operations Manager before transitioning to an Advisor role.
Lisa is a Magna Cum Laude graduate of Purdue University with a Bachelor of Business Administration. She has earned the Accredited Asset Management SpecialistSM and Registered ParaplannerSM designations through the College for Financial Planning in Denver, CO. She is licensed in life, health, and long term care insurance, and holds the Series 7, 9, 10 and 66 registrations.
Prior to joining our team in 2005, Lisa was a stay-at-home mom. Outside of the office, Lisa is Secretary and Treasurer of her husband's contracting business, Evergreen Builders, Inc. She serves on the Board of Directors of Human Services Program of Carroll County, Inc. and Yes! Young-Onset Dementia Education and Support, Inc.
Lisa’s personal interests include spending time with family and friends, hiking, gardening, kayaking, and cheering on the Ravens. She is active at St. John’s United Methodist Church and lives in Hampstead with her husband, Brent. Lisa and Brent have three adult children—Tom, Mason and Jamie. They also have four grandsons—Peyton, Chase, Jacoby, and Bo.
I help to ensure the efficiency of our office and that all client requests are handled in a timely manner.