Lisa has been a financial advisor since 2011 and has built her practice primarily through community networking and word of mouth.
She is a Southern California native however she attended Kenyon College in Gambier, OH where she earned a Bachelor of Arts. She is active in her community of Mission Viejo and South Orange County. She is currently the President Elect of the Mission Viejo Chamber of Commerce. In addition, she has been on the boards of other Chambers of Commerce and Foundations throughout Orange County.
Lisa is passionate about supporting the needs of professional women and building a strong women community. To that end, she created OC Professional Women, a networking organization geared specifically towards building relationships, community outreach and support for women.
Lisa resides in Mission Viejo, with her husband. Whenever she has downtime, she enjoys hiking, jogging, movies, reading a good book, and trying out the next great restaurant in town.