Lisa has worked in the financial services industry since 1987 and since 2000 as a Financial Consultant. She joined TheBANK in 2016.
TheBANK is a great place to take care of all your financial needs. Everyone I have met at TheBANK has been so welcoming and everyone seems to really enjoying working here.
Having a healthy balance between work, friends and family is my mark of personal success. For a client, success is reaching their financial goals. That goal may be planning for college, retirement or legacy planning. I take a financial life-planning view with clients. And I bring in team members to assist my clients with bank accounts, mortgage, trust needs, etc.
It’s rewarding when a client’s financial plan aligns to support their life and legacy goals.