Nickname – “Lisa”
I began my career in the financial services industry with this firm in 1989. Just a two person office at the time and I learned and took the lead of every role. After obtaining a BS in Finance, I obtained securities licenses and turned my career toward the necessary compliance sector within the company. In 2010, my focus changed to corporate operations and working closely with the principals, I presently act as the firm’s office manager and controller. I live in Sierra Madre with my husband, Jon, and our two daughters, Margaret and Ava. We enjoy traveling, camping/RVing, and entertaining together.
What do you like about working at Bridge?
Being part of something from its inception. A witness and presence to its growth, numerous changes, and present existence. I am excited to see where the next 30 years (well, maybe ten 🙂 ) take us!
What’s your background?
I worked part time for the firm’s mentor company in the 80s while attending college and found that the environment shaped my college major and career decision.
What are the Bridge Advisory Core Values that drive you?
Your top three favorite Podcasts/Books?
The Book Thief, Glass Castle, Hunger Games Series
What do you enjoy doing when you are not working?
Spending time with my family, (I have a husband, Jon, and two daughters, Margaret (19) and Ava (17)) working and playing in the yard and garden at home, entertaining and doing home improvements.
Getting away for long weekends in our RV, attending baseball games and concerts.
Getting in the ocean whenever possible.