Lisa is an accomplished financial services professional who brings warmth, energy, and a commitment to exceeding expectations in all she does. Throughout her career, she has held leadership and management roles at national and regional financial institutions where she leveraged her extensive expertise in business development, relationship management and project execution. Lisa has built a reputation for creating meaningful connections, delivering outstanding service, and leading with both heart and strategy.

After several fulfilling years as a stay-at-home mom, she is excited to return to the professional world as Project Coordinator at Navigators Financial Advisory Group. Lisa brings a renewed perspective and a passion for purposeful work, eager to contribute to both team success and an exceptional client experience.

Lisa lives in South Orange County with her husband and their four amazing children.

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