Lisa has been a member of the financial industry for over three decades. With an impressive career history including stints at Merrill Lynch and UBS, she eventually found her way to Centura Advisors in 2005. Since then, she has played an indispensable role as an assistant to each of the firm's five advisors, acting as a vital link between them and their clients. Over the years, Lisa has attended numerous conferences and undergone extensive training, constantly expanding her knowledge and expertise in assisting advisors.

While client support is Lisa's primary specialty, she has also taken on the role of office manager, now leading her own team with the same level of dedication and passion. Lisa is a hands-on manager who prides herself on putting clients at ease, ensuring they receive the highest level of care and support.

Beyond her career, Lisa is also a devoted wife of 26 years to her husband Lester, and proud mother of Jonathan. She has recently embraced her new role as a grandmother with enthusiasm. Lisa also cherishes time spent with her family and friends.