Lisa has over 20 years of experience in investment management and financial services. She has extensive experience in client portfolio management, client service, sales and business development. She is passionate about educating and engaging people on the importance of financial and wealth management so they can feel secure about their financial future. She received her MBA from Alliant International University and BA from University of California, San Diego. She volunteers as a big sister for Big Brothers Big Sisters. Previously she served as Treasurer, on the board of Barrio Logan College Institute and now serves on their Advisory Board. In her free time, she enjoys volunteering, traveling, golfing, working out and wine tasting.