Lisa joined the Trust Department in December of 2022. Her responsibilities include communicating with clients, banks, and brokerage firms to collect asset information and assist with transfers into the Trusts. She coordinates setting up new bank accounts, maintains financial records, reconciles the Trusts’ checking and brokerage accounts, processes checks for our client’s bills and distributions to beneficiaries, and produces final accountings for our Trust close-outs.

Lisa is a licensed real estate broker with an extensive background in real estate, property management, insurance, and legal fields. She and her husband Bob have been living life to the fullest for over 25 years. They have four grown children and one grandchild. Lisa enjoys gardening, cooking, and camping with her three dogs, Yogi, BooBoo & Charlie. She has a special interest in antique trucks and is currently, with the help of her husband, restoring her 1940 Plymouth pick-up.