Meet our team: Q&A with Lisa Price

by Badgley Phelps | Jul 20, 2018

We’re lucky to have a team of outstanding financial professionals at Badgley Phelps. This month, meet another one of them, Associate Wealth Manager Lisa Price.

Q: Briefly describe your job.
A: As an Associate Wealth Manager, I am a part of a team whose goal is to deliver a reliable, client service experience. I get to wear a lot of hats working on special projects, helping implement investment and planning strategies and finding solutions to a myriad of client requests.

Q: What’s your favorite thing about your position and/or about working at Badgley Phelps?
A: The clients and my co‐workers. I get to work with and assist some of the most exceptional people on the planet. There is a new challenge every day, there are new opportunities to learn and I get to watch our clients achieve long‐term goals.

Q: What do you like to do when you’re not at the office?
A: I’m happiest when I get to spend time with my family and friends. Family dinners, gardening, discovering nearby towns and enjoying local events, and working on projects around the house with my husband makes me happy. And reading. In a perfect world I would do everything with a book in my hand.

Q: Where else besides the Seattle area would you like to live?
A: I don’t think you can get much better than the Pacific Northwest, but I really love the small town feel and rural beauty of upper Tennessee and the Nashville area. Beautiful landscapes, historical sites and wonderful people.

Q: What’s the last book you read?
A: Facts and Fears: Hard Truths from a Life in Intelligence by James Clapper. It’s a fascinating read from a former Director of National Intelligence. It’s part biography, part history lesson. Mr. Clapper addresses several successes and failures over the course of his long career.

Q: What accomplishments are you most proud of?
A: Going back to school and continuing my education. It can be tough juggling everything, but I love learning. It’s invigorating and inspiring to be a part of a diverse group of students who are focused on educational and career achievements. That adage of living is learning is true.

Q: What motivates you?
A: The pursuit of mastery, my family and natural curiosity.

Q: Do you have a pet? If so, what’s its name?
A: Babycat. When I met him, he was one of the many feral cats living on the beach at Alki. Yes, it’s an atrocious name, not remotely befitting his fierce countenance. However, he answered to it, so it stuck. He’s an ornery, short‐tempered, one‐eyed cat and I adore him.

Q: What’s your favorite app?
A: Snapchat as it’s my main form of communication with my teenaged nieces and nephews. I decided I needed to connect with them in a format that they embraced. It works and my reward is staying up to date and involved in their daily lives.

Q: What’s your favorite time of day?
A: Early morning when the sun is coming up, with a large cup of coffee. The possibilities are endless. For Lisa’s professional bio, click here.


WhoWeAre_CTA

Subscribe to Our Blog

  1. Email address is required.
    You have entered an invalid email address.
  2. First name is required.
  3. Last name is required.
Subscribe

Search Our Blog

Recent

Meet our team: Q&A with Lisa Price

by Badgley Phelps | Jul 20, 2018

We’re lucky to have a team of outstanding financial professionals at Badgley Phelps. This month, meet another one of them, Associate Wealth Manager Lisa Price.

Q: Briefly describe your job.
A: As an Associate Wealth Manager, I am a part of a team whose goal is to deliver a reliable, client service experience. I get to wear a lot of hats working on special projects, helping implement investment and planning strategies and finding solutions to a myriad of client requests.

Q: What’s your favorite thing about your position and/or about working at Badgley Phelps?
A: The clients and my co‐workers. I get to work with and assist some of the most exceptional people on the planet. There is a new challenge every day, there are new opportunities to learn and I get to watch our clients achieve long‐term goals.

Q: What do you like to do when you’re not at the office?
A: I’m happiest when I get to spend time with my family and friends. Family dinners, gardening, discovering nearby towns and enjoying local events, and working on projects around the house with my husband makes me happy. And reading. In a perfect world I would do everything with a book in my hand.

Q: Where else besides the Seattle area would you like to live?
A: I don’t think you can get much better than the Pacific Northwest, but I really love the small town feel and rural beauty of upper Tennessee and the Nashville area. Beautiful landscapes, historical sites and wonderful people.

Q: What’s the last book you read?
A: Facts and Fears: Hard Truths from a Life in Intelligence by James Clapper. It’s a fascinating read from a former Director of National Intelligence. It’s part biography, part history lesson. Mr. Clapper addresses several successes and failures over the course of his long career.

Q: What accomplishments are you most proud of?
A: Going back to school and continuing my education. It can be tough juggling everything, but I love learning. It’s invigorating and inspiring to be a part of a diverse group of students who are focused on educational and career achievements. That adage of living is learning is true.

Q: What motivates you?
A: The pursuit of mastery, my family and natural curiosity.

Q: Do you have a pet? If so, what’s its name?
A: Babycat. When I met him, he was one of the many feral cats living on the beach at Alki. Yes, it’s an atrocious name, not remotely befitting his fierce countenance. However, he answered to it, so it stuck. He’s an ornery, short‐tempered, one‐eyed cat and I adore him.

Q: What’s your favorite app?
A: Snapchat as it’s my main form of communication with my teenaged nieces and nephews. I decided I needed to connect with them in a format that they embraced. It works and my reward is staying up to date and involved in their daily lives.

Q: What’s your favorite time of day?
A: Early morning when the sun is coming up, with a large cup of coffee. The possibilities are endless. For Lisa’s professional bio, click here.


WhoWeAre_CTA

Categories