Lisa joined our team in 2022 as the Client Support Specialist. She is passionate about helping clients achieve their goals. She comes to us with over 13 years of client service, administration, and marketing experience, as well as 6 years of experience in the financial services industry. In her role, she is responsible for client onboarding, asset consolidation, management of the CRM system, and data entry.
Lisa earned a BA in Theatre Arts with a Minor in Spanish from Georgia Southern University. Prior to joining finoBlue, she worked as an Executive Assistant at Ameriprise Financial, LLC.
Lisa was born in Chicago, IL and currently resides in Smyrna, GA. In her free time, she enjoys films, playing board games, comic conventions, and spending quality time with family, friends and her Maltese Winnie. She is an avid reader, lover of the arts, and is very active with her book club.