Lisa brings almost two decades of client service and investment industry
experience to serving our clients, who have come to relyon her
accessibility and knowledge.
Lisa hsa been with Smith & Howard Wealth Management since our founding in 1999. She is passionate about providing personal service to our clients. This commitment, coupled with her client service experience and almost two decades of of investment industry experience make her a valuable asset to the firm and to SHWM clients.
Lisa is a member of our Women of Meaning group. Born in Ohio, she has lived in Atlanta for more than 20 years and has eight siblings. Lisa is involved community activities, serving as a planning member of the Marcy’s Mulligan charity golf tournament, as a member of the joint SHWM/Smith & Howard Community Service Committee and Admin Social Group. She also enjoys photography and travel.