In her current role, Lisa is the first point of contact for visitors, clients and advisors and provides administrative and client services support in a variety of ways. Before joining Willow Street, Lisa had responsibility for the sales and day-to-day operation of a boutique retail store based in Jackson. Prior to moving to Wyoming, Lisa held various positions in the financial services industry. She worked in the Banking Division of NCR as an Account Representative, selling hardware and software to an array of Michigan Banks. She also earned her Series 7 & and 63 licenses and worked as a registered securities broker for Thompson McKinnon Securities and then as a Bond Salesperson for Comerica Bank. After moving to Boston in 1994, Lisa worked at the Municipal Bond Desk for Bear Stearns.
A Michigan native, Lisa received her B.B.A in Marketing from Grand Valley State University in Allendale, Michigan. She moved to Wilson Wyoming with her family in 2006 and has been an active member of the community. Lisa serves on the board of the National Museum of Wildlife Art and volunteers at the St. John’s Living Center. Lisa has fun spending time with her two daughters Megan and Emily and son Tommy. She enjoys skiing, hiking and the outdoors.
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