Focus
Lisa assists clients and team members in all branch’s operational needs. Her goal is to create efficiency of doing business with clients and team members. She accomplishes this by prioritizing her time wisely, expecting the unexpected, and finding ways to streamline processes.
Background and Experience
Lisa started her career in the finance industry in February 2003. There she learned the different divisions of banking, starting with consumer to commercial banking and ending with a passion in leadership.
She comes to Baird with 20+ years’ experience in client management and leading a team of ranging from 8 to 76 employees. Servicing the retail and commercial banking sectors, Lisa has excelled in building long term relationships and organizing teams of financial professionals to assist her clients.
This made the transition to The Planning Group of the Northwest an obvious progression. She is very excited to bring her years of experience and adding value to our clients, strength to our team, and passion to our community.
Lisa has been on the Board of Habitat for Humanity, Community Chair for Alaska Restore, and Vice President for her HOA Board. Additionally, she has been President of the Asian Connection Network, partnering with Asian Alaska Cultural Center. Lisa also volunteers with Bridge Builders of Anchorage, and was the Events Chair for the Alaskan Women’s Network, working with nonprofits such as STAR and AWAIC.
Personal Life
Lisa has been married since 2004 to husband Richard. They have 2 children, Sarah (18) and Ayden (15) and 3 fur babies (2 Miniature Dachshunds Rosie (14) and Roxie (9), and 1 Yellow Lab Rubie (7)). Family is very important to Lisa as she has a close relationship with her mom, in-laws as well, as her 5 siblings, 4 nieces and 1 nephew.
Lisa’s hobbies include reading series and novels, cooking different cultural foods, and traveling.
An important phrase Lisa lives by is “If it’s meant to be, it will be – just experience life”.