Client Advisory

Biography

Lisa is a Partner in the Santa Barbara office. With over 25 years of financial advisory experience, Lisa specializes in providing comprehensive financial planning, investment management, and strategic guidance to individuals, families, and nonprofit organizations.

Prior to joining Cerity, Lisa spent a decade at West Coast Financial creating tailored financial strategies to help clients achieve long-term goals while having peace of mind.

Previously, she was a municipal bond Portfolio Manager at Franklin Street Partners. Lisa also worked at Lazard Asset Management as a Senior Associate providing advisory and investment management services to Taft Hartley plans. Lisa began her career in 1999 as an Analyst at PricewaterhouseCoopers.

In addition to her professional experience, Lisa is passionate about philanthropy and has contributed to organizations such as Direct Relief and Leonard Cheshire, where she worked on donor engagement and strategic development initiatives. Lisa enjoys spending time with her family and can usually be found at her boys’ sporting events.

Education

  • B.S. in Business Administration from Bucknell University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Board Member Channel Islands YMCA
  • Chair of the Investment Committee Channel Islands YMCA

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