Lisa joined the Seattle team as an Assistant Vice President and Advisor in 2022.
Since her start in the industry in 2016, Lisa has helped hundreds of individuals and families pursue their financial goals and long-term aspirations. She is committed to meeting her clients where they are and helping them create a strong plan for the decades ahead. With the heart of a coach, she monitors client progress, celebrates their wins, and collaborates to course-correct when needed.
As a Certified Financial Planner™ professional, she customizes comprehensive financial plans that encompass the four components of wealth management: building, managing, protecting, and transitioning wealth. This enables her clients to develop a plan based on their priorities, no matter where they are on their financial journey.
Originally from Bigfork, MT, Lisa studied business and music at the University of Puget Sound in Tacoma, WA. Although she no longer sings opera professionally, she is a Seattle Opera season subscriber and spends much of her free time attending live theater performances. She is also a passionate supporter of the Seattle Humane Society, where she adopted her beloved cat, Scarlett.
Previous Experience
- Financial Advisor, Morgan Stanley
- Financial Advisor, Wells Fargo Advisors
- Investment & Fiduciary Services Associate, Wells Fargo Private Bank Trust & Estate Department
Education & Credentials
- BA, University of Puget Sound, Music & Business
- Certified Financial Planner™ (CFP®)
- Series 66 license
- WA State Annuity, Life, and Disability Insurance licenses
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
