Lisa began her financial services career in 1982 and joined Mercer Advisors in 2002. Prior to transitioning to her current Client Associate role, Lisa worked as a Fixed Income Portfolio Manager and Senior Compliance Officer for the Firm. Lisa applies her focused skillset in client services, investments, organizational and risk management to support the Santa Barbara, CA team in helping clients fulfill their life goals.
Lisa received her graduate degree from the University of Washington Graduate School of Business and undergraduate degree from the University of Colorado, Boulder with a statistics, political science and communications emphasis. Lisa currently holds the FINRA Series 65 License. Lisa is an active volunteer for the Santa Barbara School District and the 4-H Youth Development Program.