With a career in financial services spanning nearly three decades, Lisa brings a wealth of diversified experience to Enhance Wealth Advisors®. Since 1999, she and Terry have collaborated in various capacities, developing a strong professional partnership built on shared values and client focus.
Before joining Enhance, Lisa held several key roles in the financial industry—including Financial Advisor, Practice Management Consultant, and Branch Manager—giving her a multidimensional understanding of both client needs and the operational side of advisory practices. Her experience advising clients and managing other advisors gives her a unique perspective and balanced approach to delivering both strategic financial planning and exceptional client service.
Originally from Michigan, Lisa attended Oakland University in Rochester, where she completed coursework in Accounting and Marketing. After relocating to the Bay Area, she raised three sons and earned a Doctorate in Theology with an emphasis in Counseling. She also completed advanced coursework in Investments, Insurance, and Risk and Retirement Planning through Boston University’s Institute of Finance.
Lisa's broad industry knowledge and distinct background complement Terry’s expertise, and together they are dedicated to fostering a culture of exceptional service.
Lisa holds FINRA Series 7, 24, 63, and 66 securities registrations.