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 Team3>

Lisa Wilson

Savannah Waffird

Catarina Totten

Marissa Soto

Kate Shaver

Amanda Poole

Shelly Peterson

Morgan Pendleton

Zachary Nelson
