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 has 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.
Born in Ohio, Lisa has lived in Atlanta for more than 20 years and has eight siblings.
She is involved in community activities including serving as a planning member for the Marcy’s Mulligan annual charity golf tournament and participating in Dancing with the Stars Atlanta in 2019 benefitting the Alzheimer’s Association.
Lisa is a member of our Women of Meaning group and also serves on the SHWM/Smith & Howard Community Service committee and their Administrative Social Group. In her spare time she enjoys photography and travel.