Lisa joined CORE in 2016 and has worked in the financial services industry since 2013. As the firm’s Director of Family Office Services, her work is focused on management, administration, and specialized services for the family office client. 

With her background in project management and her passion for serving others, Lisa enjoys her role as liaison for CORE’s clientele. 

Lisa graduated from Auburn University with a Bachelor’s Degree in Human Sciences with a minor in Business Administration. Lisa is a former President for The Learning Resource Center of Polk County, Inc.

Lisa and her husband Tim reside in Lakeland with their daughter, June and son Tucker. They enjoy spending time on their boat exploring Florida, entertaining family and friends, and traveling.