Lisa’s friendly “What can I do to help?” attitude has been a hallmark of her professional and personal life.
Her well-rounded background includes work in retail sales, banking, tavern-tending, administrative support, customer service, financial services, insurance and higher education.
Her friendly, outgoing personality has been an asset in all of her customer-focused roles. She enjoys coordinating the CWM events throughout the year and appreciates the opportunity it gives her to get to know our clients outside of the office. Our events is just one of the ways CWM builds community and connects our clients with trusted information and resources, and with other thoughtful and fascinating individuals.
“Our clients come first. That’s not just a fiduciary responsibility – it’s something everyone at CWM takes to heart and demonstrates in so many little ways, and I’m very proud to be a part of that.”
Outside of Work
Lisa loves to explore new places and believes travel is the best education anyone can have. It provides endless opportunities to open new doors, meet new people and discover new perspectives.
Her favorite part of any day is the time she spends with her husband and their deaf dog, Bumble. They are both certified therapy dog handlers and both volunteer regularly with College Dogs. She loves the smiles and joy he brings to those they visit.
When she can, Lisa loves to combine her love of photography with almost anything - travel, Bumble and his doggie friends, occasions with family and friends. She also enjoys gardening, spending time with human friends, laughing and going to Sounders games.
I love working at CWM – it’s a great work family! Everyone has a wicked sense of humor, tremendous work ethic and incredible dedication to our clients and each other.
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