In the financial services industry since 2001, Lisa noticed something different when introduced to the 6 Meridian team - everyone is right where they should be. Or in her words, “Each team member knows his/her role, and everyone is excellent at what they do. I was both intimidated and energized by the dynamic."
Lisa’s role on the team is one of immense value to both advisors and clients. Lisa works closely with the client service team to ensure a seamless client on-boarding experience. Through every step of the process, Lisa monitors each detail from paperwork, funds movement and internal tracking systems. As one of the first experiences with our firm, our clients count on her precision and attention to detail. Embracing our commitment to the overall financial picture, Lisa is the key contact donor advised funds program which allows our clients to easily make meaningful financial contributions to their selected charity.
Among those of whom she’s most proud: “My family. And me for managing to be great at my job and as a mom.” Her husband, Kevin, daughters and grandkids couldn't agree more!