Lisa is the first point of contact for visitors, clients and advisors and provides administrative support in a variety of ways.
Prior to moving to Wyoming, Lisa held positions in the financial services industry, working in the banking division of NCR, as a registered securities broker for Thompson McKinnon Securities and then as a bond salesperson for Comerica Bank. She also earned her Series 7 and 63 licenses. Lisa moved to Boston in 1994 where she worked at the municipal bond desk for Bear Stearns. Before joining Willow Street, Lisa served in a sales capacity for a boutique retail store in Jackson.
A Michigan native, Lisa received her Marketing B.B.A. from Grand Valley State University. She moved to Wyoming with her family in 2016 and since then, has been an active member of her community, serving on the National Museum of Wildlife Art board and as a volunteer at St. John’s Living Center. Lisa enjoys skiing, hiking and the outdoors and has fun spending time with her three children.
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