Lisa is a Client Services Manager with Navigate Wealth Management and supports the firm and advisors in servicing clients. She enjoys developing relationships with clients and the rewards of helping clients achieve success in their financial and lifestyle goals.
Lisa is a point of contact for many clients and her main responsibility is ensuring that every client receives exceptional service, and she manages many day-to-day operational tasks.
Lisa has worked with servicing clients throughout her professional life and has been Paralegal to Ben Stewart with Stonebridge Law, LLP, office manager with Affinity Hospice, and Patient Care Coordinator and Patient Encounter Specialist with UAB Geriatric & Palliative Care Clinic.
Lisa and her husband Greg enjoy outdoor activities (hiking in the mountains of Tuscon!), going to baseball games (son is high school coach!), DIY projects and reading. She is a volunteer with WMU Compassion Ministries, National Autism Association, and Hospice Respite / Reading. Lisa is a mother of two and delighted Nana to four granddaughters.