“If you want to go fast, go alone. If you want to go far, go together.”

Lisa joined Badgley Phelps in 2013. A member of our wealth management team, Lisa has worked over 20 years in the investment management industry.

“It’s all about people. My goal is to help bring clarity and order to clients’ investments and financial objectives. A successful outcome aligns our client’s personal values with a disciplined and thoughtful investment strategy to help achieve their goals.”

A bookworm, hiker and twin, Lisa was formerly a senior client administrator at Freestone Capital Management where she provided client service and account management as the leader of the firm’s client administration team. Prior to that, Lisa was a senior registered sales assistant supporting a team of financial consultants at Ragen MacKenzie, a division of Wells Fargo Corporation.

A Washington state native who aspires to travel to Cappadocia, Turkey or break bread with Madeleine Albright, Lisa lives in Seattle with her husband.

EDUCATION

  • Highline Community College, Seattle, WA
  • University of Washington, Seattle, WA