Lisa is a Client Service Associate at The Colony Group and brings over 25 years of experience working in the financial services industry. She supports a team of wealth advisors and is responsible for client onboarding, account maintenance, client support and she also assists with investment asset and money transfers, and retirement account distributions.
Prior to joining The Colony Group, Lisa was a trader/account administrator with D.L. Carlson Investment Group. Previously, she was a registered financial associate at A.G. Edwards & Sons, Inc.
Outside of the office Lisa enjoys outdoor activities, traveling and spending time with her family.