Lisa provides client service to Tony and Paige from the Asheville office. She can assist you with all aspects of your accounts such as placing trades, new account establishment and maintenance, IRA distributions and moving money between accounts. Lisa has worked in the investment industry since 1994 with national, regional and independent firms. She strives to provide an excellent client experience for ACM clients.
Lisa has a B.S. degree in Financial Management from the University of North Carolina – Asheville and holds the Series 7 and 66 licenses. Lisa grew up in Asheville and has a son, Tyler. She enjoys camping, fishing and training for and running in Spartan races.