Lisa began working at FP in 2004 as a receptionist, and quickly advanced to the position of administrative assistant. She is responsible for a variety of functions including preparation for client meetings, client reports, and paperwork. Lisa holds FINRA Series 7 and 66 securities licenses.
Lisa and her husband, Jeremy, live in Brooklyn Park, MN. In her free time, Lisa enjoys spending time with her family, playing card games, and scrapbooking.