Sacramento, CA

As a Retirement Plan Specialist, Lisa works closely with plan sponsors to provide strategic solutions; including fiduciary guidance, investment due diligence, retirement plan design consulting, ERISA compliance, and participant education. She has consistently found success through her effective communication skills and the unique ability to navigate the details. Lisa has earned the trust and admiration of her clients and peers alike.

In her spare time, Lisa coaches Soccer, Softball, and trains for Triathlons (cycling, running, swimming).