As Operations Manager and fully licensed Registered Associate at EverTrail Wealth Management, Lisa brings over a decade of financial services experience. Lisa holds her Series 7, 63 & 65 licenses and truly loves what she does for work – operations are her passion, truly! She takes pride in creating efficient systems that support our team and in delivering a positive client experience. She also serves as the primary point of contact, ensuring clients receive timely, attentive and reliable support.
Lisa proudly supports Frank Gambardella, Financial Advisor, and has worked along side Frank for over five years to provide consistent, client-focused service.
Outside of work, Lisa lives in the Pacific Northwest with her husband and two children. They enjoy spending time outdoors, visiting local parks, kayaking and camping together as a family.