Director of Client Relations
With nearly 20 years of experience in brokerage operations, Lisa brings to the team a diverse array of administrative talents. Lisa manages all operational service needs for clients. She assists them with new account openings, account transfers, managed account changes, cash needs and a range of general inquiries.
Her knowledge, experience and commitment help the team to provide a high level of service and attention to clients. Lisa keeps the team informed of all client needs and inquiries and coordinates the team's response.
Lisa and her husband, Wayne, reside in Campobello, SC with their children Jacob and Emily.