Lisa is the first point of contact for visitors, clients, and advisors, and provides administrative support in a variety of ways to the Willow Street team.
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.
A Michigan native, Lisa earned her BBA in Marketing from Grand Valley State University. She moved to Wyoming with her family in 2016; since then, she has been an active member of her community, serving on the board of the National Museum of Wildlife Art and as a volunteer at St. John’s Health’s Sage Living. Lisa enjoys skiing, hiking, and the outdoors, especially with her three children.
