Director of Client Services
Lisa’s passion is ensuring that each client and their family’s needs are met by going above and beyond to deliver results and exceptional customer service with every client interaction. While Lisa’s roles are many, her primary focus is on simplifying the lives of those we work with so they can enjoy the wealth they have created. This includes correspondence with our client’s other professionals, account maintenance, and processing wires.
Lisa has 30 years of experience in the financial services industry. She began her career at Morgan Stanley Private Wealth Management in Los Angeles and has successfully supervised many teams and individuals over the course of her career.
Lisa was born and raised in Bronx, New York. For the last 16 years she has enjoyed living in Las Vegas with her three daughters. Lisa graduated from Iona College with a Bachelor of Arts Degree in International Studies and a minor in Spanish. She loves to ski, go to the beach, and enjoys all things Disney.