ABOUT LisaLisa has built her career advising both high net worth individuals and some of the country’s largest institutional investors. At Commerce Trust, she enjoys helping clients with their complex financial affairs so that they can attain more peace in their lives.
She advises clients around matters including generational transitions of wealth, employee-owners’ financial strategies, women in transition, and planning for retirement decumulation. She has more than two decades of professional investing and wealth management experience. Prior to Commerce Trust, she was with New York Life, where she held life and health insurance licenses and multiple securities licenses. She also served as Vice President, National Accounts for American Century Investments and Executive Director for UBS Global Asset Management.
Lisa earned her Bachelor of Arts degree in management and human relations from MidAmerica Nazarene University and is a currently obtaining her RICP designation. A mother of four and Mimi to her four grandchildren, Lisa places great emphasis on family and legacy planning. Lisa spends her free time with her family, her horses, shooting photography, and serving on her Church’s Financial Committee.