Sr. Client Service Specialist
Lisa’s passion is connecting with clients so that they feel confident in her expertise and in her understanding of their values. She received her Bachelor’s degree from Belmont University. Lisa began her career in the financial services industry in 2008 working as a client service associate for HawsGoodwin Wealth in Franklin, TN. She holds a Financial Paraplanner Qualified ProfessionalSM designation which enables her to focus on the practical applications of estate, tax, retirement, insurance and investment planning. Lisa ensures that all client service requests are thoroughly executed for the team. She is a volunteer with Retrieving Independence, which trains service dogs and is on the advisory board of the local chapter of Dress For Success. Lisa enjoys spending time with her grandson and playing golf.