The financial services industry is like no other business: it’s fast paced, and it seems to change daily. For me, the great people and families we work with are the constant through all of this flux. It’s incredibly rewarding to help them set goals and then celebrate when they achieve them.
I was born and raised in Minnesota and relocated to Idaho in 1992. Shortly thereafter I began working at a regional brokerage firm. With clients, I bring my strongest skills to the table: attention to detail, great listening skills, and a sense of empathy and understanding for our clients. As a Registered ParaplannerSM, I serve clients by continually expanding my skills and adhering to the strictest standards of professional conduct.
I’ve called Boise home now for many years. My husband, Tim, is an architect, and together we enjoy spending time with family, working on home improvement projects, compiling our family history and playing an occasional game of golf. We live in Southwest Boise with our two children.
- Registered ParaplannerSM designation completed July 2008
- Nearly 25 years of financial experience
Email Lisa at email@example.com