Lisa Sowls

Lisa leverages her excellent communication skills and proactive approach to foster positive and long- lasting client relationships. She thrives in a supportive environment that emphasizes continuous improvement.

Before transitioning to the financial services industry, Lisa spent 16 years in customer service, where she specialized in service measurement and data reporting for organizations across the United States, focusing on enhancing the customer experience.

Outside of work, Lisa is dedicated to her family, keeping busy with her four children and enjoying time with her growing number of grandchildren.