Lisa is practice business manager for the group, a role she has held since 2005, when the team joined Raymond James. In this essential role, she is responsible for client management and operations. “I feel the committed and tenured professionals on this team give clients confidence in partnering with us,” Lisa says.
Before joining Raymond James, Lisa worked alongside Todd Knickerbocker at Edward Jones as a branch administrator. While at Edward Jones, she worked at headquarters, at a branch office in Charleston, South Carolina, and at the branch office in Northville with Todd. She began her career in the financial services industry in 1989.
She earned an MBA from Central Michigan University and a bachelor’s degree in business administration from Michigan State University. She holds Series 7, 9, 10 and 63 licenses.
Originally from Chicago, she now resides in Wixom, Michigan, with her husband, Randy. They have three children: Josh, Luke and Reilly. In her free time, Lisa enjoys spending time with family and friends, walking, hiking, traveling and reading.