Lisa is an experienced professional with a customized approach to investments, devoting her life to helping individuals and families achieve their financial goals. For Lisa, wealth planning means more than providing clients with investment advice. It means helping them reach and maintain financial independence and making sure they have the assets and income to pursue what’s most important to them. It also means understanding them as people with unique goals, values and circumstances. Her experience has found that clients’ needs can be met by building a financial road map to navigate through life’s complex changes.
Lisa is a Green Bay native, where she lives with her husband, Chris, and her son, Ben. Lisa is a graduate of the University of Wisconsin–Green Bay with degrees in Business/Finance and Economics. She began her investment advising career at E.F. Hutton. For the last 25 years, Lisa has worked at J.P. Morgan as a Senior Vice President–Investments helping her clients manage all aspects of their financial lives. She joined RBC Wealth Management in 2022.
In her free time, Lisa enjoys to read, golf, travel and watch her son play hockey. Her knowledge and personality show through her accomplishments and in her casual and comfortable approach to life.
