Focus
Lisa manages the daily operations of the practice and plays a central role in supporting clients across all aspects of service. From onboarding and asset transfers to maintaining records and coordinating marketing efforts, she helps keep things running smoothly and efficiently. Lisa is known for her responsiveness and thoughtful attention to detail, and her dedication has made her a trusted point of contact for clients across the country.
Lisa has worked in financial services for more than two decades and has supported Paul’s clients exclusively since 2008. She brings a steady hand and consistent focus to every interaction. She also advocates for process improvements and shares best practices with her peers, helping to shape a client service experience that reflects care, clarity, and long-term commitment.
Education, Awards & Credentials
- Series 7 and 66 FINRA Registrations
- Over 25 Years of Experience in the Financial Industry
Outside the Office
Lisa enjoys traveling, wine tasting, and volunteering with organizations like Habitat for Humanity and Coats for Kids. She lives with her two Scottish terriers, Blue and Stuart Little, and cherishes time spent with her family and close friends.
