Client Relationship Manager
Series 7 License | Series 9/10 License | Series 63 License | Series 66 License
A seasoned expert in the financial services industry, Lisa brings over 30 years of experience in operations and client services at Key Trust Company, Kidder Peabody, Paine Webber, UBS Financial Services and Aries Wealth Management in Portland, Maine.
Lisa has a large family with French-Canadian roots. She now lives in Westbrook and regularly spends time with her three sisters, one brother, ten nieces/nephews and four great-nieces/nephews.
Outside of the office, Lisa enjoys photography; reading popular fiction, psychological thrillers and biographies; and teaching the next generation traditional recipes passed down through her family. Pine Point Beach off-season is a favorite spot to find solitude and she is rarely seen without Baxter, her 6 yr-old terrier mix.