Lisa is the Director of Brokerage Services for Optivest Wealth Management and also works for Optivest Investment Banking as the Executive Assistant. She brings nearly 20 years of administrative experience to the Optivest team. Prior to joining Optivest, Lisa most recently worked in the commercial real estate industry in leasing and property management.
Lisa has a passion to help others in her personal and professional life which makes her role as Optivest’s Director of Brokerage Services rewarding and enjoyable. She serves as a client liaison for custodial paperwork and processing, direct investment subscription management, annual tax document coordination, client onboarding and meeting preparation.
Originally from Washington, Lisa earned a Bachelor of Arts degree in Business Administration from Seattle Pacific University.