Lisa is excited to be joining Trinity Wealth Partners as an Executive Assistant. With a career spanning over a decade in the financial services industry, Lisa brings a wealth of experience, dedication, and a customer-centric approach to her role. Her unwavering commitment to client satisfaction has been the cornerstone of her professional journey. She understands that clients are the heartbeat of any thriving business, and she always goes above and beyond to ensure client’s needs are taken care of.

Lisa enjoys spending her free time with her husband and daughter, mostly trying to convince them they should get a cat.