Lisa is the first smiling face that you may see as you walk through our door.
She has been an integral part of the Pines Wealth Management group since it was established in 2003, and continues to provide administrative support to Cliff, Lon and the entire Pines Wealth team.
Lisa thoroughly understands the logistical side of our operations, as well as how to best serve the needs of our clients especially helping them navigate through investment account activities and procedures. She enjoys meeting and getting to know new clients, as well as catching up with the familiar faces of our longtime clients.
Lisa is a native St. Louisan, and enjoys traveling, playing golf, and spending time with family when she can manage to get them all in one city at one time!