Regional Vice President
Lisa has over two decades of experience working with high-net-worth and institutional clients in the financial industry. Lisa is passionate about assisting clients with identifying and achieving their financial goals. Prior to joining Mercer Advisors, Lisa worked at another RIA as Vice-President of Wealth Management and as a Client Portfolio Manager for a large investment management firm. Lisa received her bachelor’s degree from the University of California, San Diego and her MBA from Alliant International University. Lisa is on the leadership team for the Ellevate Network and serves on the board of directors for the San Diego Center for Children. In her free time, Lisa loves to travel, mentor her sister from Big Brothers Big Sisters, golf, hike, snowboard, and spend time with her family.