Lisa joined our practice in 2005, serving as Branch Operations Manager before becoming an Advisor.
Lisa is a Magna Cum Laude graduate of Purdue University with a Bachelor of Business Administration. She has earned the Accredited Asset Management SpecialistSM designation through the College for Financial Planning and the Accredited Investment Fiduciary® designation through Fi360.
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 general contracting business, Evergreen Builders, Inc. She serves on the Board of Directors of Human Services Program of Carroll County and Yes! Young-Onset Dementia Education and Support.
Lisa’s personal interests include spending time with family and friends, hiking, gardening, kayaking, and cheering on the Ravens. She is active at her church and lives in Hampstead with her husband, Brent. Lisa and Brent have three adult children—Tom, Mason and Jamie. Their six grandsons are Lisa and Brent’s pride and joy—Peyton, Chase, Jacoby, Bo, Cohen and Mack.
Raymond James is not affiliated with any of the companies mentioned.