Lisa is a dedicated financial professional with deep roots in Jackson, Tennessee. She earned her Bachelor of Science degree in Computer Information Systems from Lambuth University. Since 1996, Lisa has been a vital part of the securities industry, starting her career with Morgan Keegan, now known as Raymond James.

Lisa holds Series 7, Series 63, and Series 65 securities licenses, along with her Tennessee Insurance License. She is also an Accredited Asset Management Specialist^® (AAMS^®) and received her Certified Plan Fiduciary Advisor^® (CPFA^®) credentials from the National Association of Plan Advisors (NAPA) in 2024, showcasing her expertise and commitment to her clients.

In her role, Lisa excels at providing tailored solutions to unique client situations. She acts as a key liaison between various Raymond James departments, assisting clients with their insurance, lending, and estate planning needs. Additionally, she collaborates with her team on client reviews and portfolio monitoring, ensuring comprehensive financial management.

Outside of her professional life, Lisa is married to Lee Thornton, and they have two sons, Drew and Matt. She enjoys spending quality time with her family and has a passion for reading, gardening, cooking, and pottery.