Bringing more than 20 years of financial services experience to her position, Lisa exudes professionalism and dedication. She combines her knowledge, NASD Series 7 and Series 63 licenses, with perfectionist qualities which equate to an outstanding client experience.
Her extensive experience in all aspects of the financial industry allows her to understand the intricate needs of every situation. That includes verifying the requirements for all financial transactions and upholding strict fiduciary responsibilities. Lisa’s number one priority is accuracy in all things.
In her free time, Lisa enjoys her family, her husband James, their son Luke and their daughter Mollie. On the weekends she can be found at the baseball fields throughout the Rockwall area supporting Luke. Lisa also enjoys running and participating in local racing events for charities. Together with her husband, Lisa also serves in the Children’s Ministry at Lake Pointe Church in Rockwall.