Lisa is the Administrative Assistant for Optivest Wealth Management and also works for Optivest Investment Banking as the Executive Assistant. She brings nearly 20 years of administrative experience to the Optivest team. Prior to joining Optivest, Lisa most recently worked in the commercial real estate industry in leasing and property management.
Lisa has a passion to help others in her personal and professional life which makes her role as Optivest’s assistant rewarding and enjoyable. She is Optivest’s friendly voice over the telephone and assists on a diverse level of client projects.
Originally from Washington, Lisa earned a Bachelor of Arts degree in Business Administration from Seattle Pacific University.
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Stella Choi
Dee Cinquegrani
Leon James
Glori Crumpley
Ashlee Enzensperger
Shannon Kavlich