As Director of Operations, Lisa leads the essential “behind-the-scenes” functions that power the client experience. She brings a broad range of experience to her role, including owning and managing her own businesses and earlier work within a CPA office—backgrounds that have shaped her disciplined, hands-on, and solution-oriented approach. She is passionate about building operational systems designed to support the client experience, while mentoring colleagues and fostering a culture of service.
She is responsible for the execution of complex financial movements, including Required Minimum Distributions (RMDs), Roth conversions, and specialized portfolio structures such as bond ladders and cash flow strategies, maintaining accuracy and consistency across operations. She also plays a key role in the firm’s day-to-day operations, managing high-priority wire transfers, supporting advisors with reporting for client meetings, and refining processes to support clarity for the team and a consistent experience for the families the firm serves.
Outside of work, Lisa enjoys visiting family in Montana, where her two grown children, grandchildren, and parents live. She also enjoys Pacific Northwest outdoor activities such as cycling and hiking, and spending time with her Yorkie, Mojo.