Lisa joined UBS in late 2021. In her current role, Lisa identifies and responds to new business opportunities by applying a consultative sales approach that is aligned to the key principles of strategic retirement plan management. From first meetings to plan implementation, Lisa proactively manages and anticipates the needs of new clients and prospects by providing support throughout the process. She also interfaces with internal partners to strengthen the overall client experience with UBS.

Prior to her current role, Lisa was a VP Retirement Plan Consultant for Stanley Benefit Services and Fund Direct Advisors. In addition, she has worked for such firms as MassMutual, Transamerica and John Hancock as a Retirement Plan Specialist applying her skillset in helping businesses with their retirement plan needs.

Lisa started her career working directly for a mutual fund company, Enterprise Group of Funds now owned by Goldman Sachs in the late 90’s. Here she focused on investments in addition to helping business owners set up retirement plans for their employees.

Lisa earned her BA degree in Business Administration from the College of Charleston.