Lisa is a seasoned financial services professional with 20 years of experience. Before Joining Enhance Wealth Advisors® she held a variety of key positions in the areas of branch supervision, compliance, marketing, accounting, practice management, and financial advisory. She has worked with large and small broker dealer networks, as well individual advisory practices as both a consultant and an employee. The experience Lisa brings in client service, compliance reporting, process development and marketing are a welcome addition to the Enhance Wealth Advisors® team.
Lisa is responsible for providing an exceptional service experience to our existing clients and onboarding new clients. Lisa manages the client relationship from initial proposal to implementation and provides on-going reporting and support. In addition to client relationship management, Lisa is also responsible for all compliance reporting, marketing and event coordination.
Her industry knowledge and distinct background are a good compliment to Terry’s skills and expertise. They both are committed to providing a culture of personalized service, giving each client the attention they deserve. Their combined energy, expertise, and experience create an association that will continually strive to place clients in a position to thrive in the midst of changing circumstances.
Originally from Michigan, Lisa is a long time resident of the Bay Area. In addition to her work within the financial services industry, Lisa has an extensive volunteer background, working within her community as an educator and coach. She has completed investment, insurance and retirement planning courses through Boston University’s Institute of Finance, as well as holds FINRA Series 7, 24, 63 and 66 registrations. She is also licensed for Health and Life insurance through the State of California. CA Insurance License 0D78914.