Lisa joined the Williams Wealth Management Group team in 2020. Her duties include serving as our Para-Planner professional as well as our Chief Problem Solver, handling ongoing client needs including deposits, withdrawals, and other special requests. Lisa's professional background includes expertise in residential and commercial mortgage financing as well as over ten years in Private Banking. Lisa and her husband Justin have two beautiful children. Lisa enjoys spending time with her family and friends, camping, and serving as a leader in her church and community.