Client Service Associate
With a bachelor’s degree in Family Financial Services, Lisa has long desired to work in the financial services industry. She joined the team in 2021 after working several years as a commercial loan officer. Prior to that, she spent eight years in the US Air Force, as a federal agent.
Lisa’s professional and military experiences have provided her with skills she is proud to bring to the True Blue team, including a keen attention to detail, strong organizational skills, and a warm and compassionate nature.
Lisa, her husband David, and their “tween” son Payton, enjoy spending time outdoors; fishing, grilling, and running around with their two spirited dogs, Dixie and Reggie. Lisa is passionate about helping fellow local veterans and is also a member of the National Association of Tax Professionals.