Lisa joined Redwood Wealth Management as an Operations Specialist in the summer of 2016. In her new role as Planning Associate, she will assist the Financial Planners and continue her contributions to Operations and Marketing.
Lisa’s background includes an early focus on retail marketing, which she loved. She was a contractor for Starbucks’ regional headquarters in California and later worked in a similar capacity at Aerosoles after relocating to New Jersey.
In 2005, Lisa moved to Atlanta with her husband, Robert, and they started a family. After many years of staying at home with their children and also teaching preschool, Lisa is happy to transition back to full-time work. “I’m excited to learn the ins and outs of wealth management, and to use my marketing skills in a new industry,” she says. “My personal and organizational skills will help me in this new role as well.”
We also suspect that if she’s able to oversee a classroom of three-year-olds with grace, she can handle pretty much anything.
Lisa holds a bachelor’s degree in economics from Smith College. She and Robert have two children. Their family is very active in scouting and they enjoy the outdoors.