Lisa is often the first friendly voice clients hear when they call Fairway Financial. As our “Ambassador of First Impressions,” she takes pride in making every client interaction welcoming, helpful, and memorable.
Lisa earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation through the College for Financial Planning and plays an important role in supporting new and existing client relationships. She assists with onboarding, account setup, and day-to-day service needs, ensuring each client experience runs smoothly from start to finish.
Though Lisa now resides in Illinois, she remains a vital part of the Fairway team and travels to Florida throughout the year to participate in client events. Her warmth, organization, and commitment to service continue to set the tone for our firm’s client experience.
Outside of work, Lisa enjoys time with her husband, three daughters, and three grandchildren. She loves visiting Disney, spending days at the beach, and cherishing family moments both in Florida and Illinois.