Hi, I’m Lisa. I am the friendly voice likely to answer your call or greet you when you walk through the door. As the office’s Client Relationship Associate, I have been assisting Mike with his clients since 2011.
Over the years, I have developed personal relationships with many of our clients that I thoroughly enjoy. As a result, it is very important to me to create a welcoming environment where you will not hesitate to give me a call no matter how great or small the need, or to just check in and see how my cute little one is coming along. I do my best to make things as easy as possible for our clients and will go out of my way to help make forms and processes as clear and painless as possible.
Exceeding clients’ expectations with exceptional customer service and attention to detail is what I take pride in. I’ve become very skilled through my experience navigating the financial field and finding answers to challenging scenarios. I am here to help you with your various administrative needs to make sure you have everything you need in the time you need it.
I am an Arroyo Grande native, so this will always be home. In my free time, what little I have when not chasing my daughter Mia around, I still enjoy going to the gym, visiting state and national parks with my husband Lou, and trying new restaurants here and while traveling.