Lisa Wilson

Onboarding & HR Benefits Specialist

(866) 777-4015 x824
See the Operations Team

Lisa was born and raised in South Texas. She has a 26 year background in banking/financial services. Lisa has spent the last 7 years as a Client Relationship Manager in Wealth Management/Retirement Services in Las Vegas, NV.

Lisa believes offering clients a steller experience is top priority. She realizes that the greatest technology in the world hasn’t replaced the ultimate relationship between a client and a business: The Human Touch.

In her spare time, Lisa practices and teaches Yoga and Mediation. She is a certified Yoga instructor.

Lisa has been married for over 29 years and has a rescued Pit Bull named “Kyo”, who is almost 16 years old.

She and her husband love dogs and couldn’t imagine a day without one.

Operations Team

Some things you might not know about Lisa...

What is your favorite quote?

"”What we think, we become”- Buddha"

What did you want to be when you grew up?

"A Nurse"

What is your favorite hobby/what do you like to do in your free time?

"Practice/Teach Yoga"