As a Client Services Associate, Lisa has daily direct contact with clients. She works closely with clients to obtain documentation for new and existing investments, ensuring that clients are providing what is required per the IRS regulations. Her previous experience with compliance and direct customer service has helped her create a rapport with many of our existing and new clients. With her background and degree in business, Lisa understands the importance of making sure our clients best interest a priority when facilitating new investments. When Lisa’s not working she enjoys spending time with her family, friends and dog Luna. She also enjoys live music, movies, and a good book.