“Lisa is a proven leader in the Wealth Management industry with a track record of excellence across every role she’s held. She’s not only an exceptional coach and mentor but also a trusted advisor and friend. Her insight, strategic perspective, and real-world experience from two of the most respected firms in financial services make her an invaluable asset to any leadership team. Whether in one-on-one coaching or large group settings, Lisa brings clarity, energy, and results. If you have the opportunity to work with her—take it. She’s dedicated, wise, and deeply committed to developing talent. If you want to grow, win, and receive the candid feedback you need to succeed, work with Lisa. I’m incredibly fortunate to have her in my corner—personally and professionally.”