Lisa is a Private Wealth Manager in the Woodlands and greater Houston area. With over 20 years of experience in the investments, insurance, and banking industries she provides guidance to individuals, families, and business owners seeking financial advice.
With her passion for helping people coupled with ethics, standards, and ongoing education, she assists her clients in navigating an increasingly complex financial environment. She earned her FINRA series 7 and 66 securities licenses, life and long-term care insurance license, and is an Accredited Investment Fiduciary®.
She believes that trust, competence, and communication are all paramount in a successful advisor/client relationship. She works diligently with each client to help them meet their financial goals and objectives and is their loyal and tenacious advocate.
Lisa also dedicates her time and resources to organizations that embrace benevolent and positive initiatives. She has established herself as a lifelong volunteer in local communities and professional organizations. Whether working, volunteering, or playing, she enjoys life with her husband, family, and energetic rescue dog, Pepper.