Lisa is dedicated to helping us provide an exceptional client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
Lisa assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Lisa also greatly assists our team with many essential administrative duties.
Lisa started her career with Raymond James in May of 2006 in the Southfield home office in the new accounts department. In January of 2009, Lisa joined the Auburn Hills branch as a Client Service Associate.
Lisa resides in Waterford with her husband David, children, Addison and Ethan and two kitties Mac and Cheez. When not in the office, she enjoys traveling to the shorelines of our Great Lakes with her family, reading, wine tasting and attending concerts.