Sr. Client Service Specialist
Lisa has worked in financial services for over 25 years. After working for a national firm, she assisted the founding partner of HCO Private Wealth with launching the firm in 2009. Lisa played an integral role throughout her tenure with HCO, helping the firm grow six-fold before its merger with Mercer Advisors in July of 2022. She enjoys building personal and business relationships with clients, and her experience is invaluable when it comes to resolving more complex operational and client issues. Lisa is now responsible for the Roanoke office’s daily operations, account administration, and client servicing. Lisa obtained her bachelor’s degree from Radford University. Outside of Mercer Advisors, she enjoys traveling with her family, the outdoors, and spending time with her son and dog.