Sr Associate
Lisa has always liked details and working with numbers, though she never expected to be working in the investment industry. Over the years at FP, Lisa has progressed from handling administrative tasks to acquiring the FINRA Series 7 and 66 securities licenses before participating in client meetings. An underlying passion for organization and training of new staff has led to an operations position.
Lisa and her husband, Jeremy, live in Maple Grove, MN with their three sweet dogs. In her free time, Lisa enjoys playing games with family, walking the dogs, and listening to music.