As an owner, Vice President and Senior Wealth Manager, Lisa brings over 20 years of experience to the True North team. Lisa works with a wide variety of clients, and as a Certified Divorce Financial Analyst she also brings a unique expertise to individuals navigating the financial complexities of divorce. She joined the firm from The Northern Trust Company, where she served as Vice President of Investment and Trust Services and Business Development Officer. Prior to that, she was a Vice President in the private bank divisions of J.P. Morgan in Dallas, New York and Chicago.
Lisa earned a Bachelor of Science degree from Vanderbilt University and is a member of Texas Wall Street Women (TXWSW), an exclusive peer network of professional women in the finance industry. Additionally, she is actively involved in the arts in both Dallas and Ft. Worth. She is an alum of the Dallas Business Community for the Arts ‘Leadership Arts’ program, which is specifically designed for professional leaders in the arts in Texas. Her past and present civic contributions include board or advisory roles with the Texas International Theatrical Arts Society (TITAS), The Modern Art Museum of Fort Worth, the Lone Star Film Society and broad involvement with The Van Cliburn Foundation. She has also held various leadership roles with The Fort Worth Symphony and The Dallas Museum of Art.
She is an active participant in the Dallas investment community and has been a guest speaker and panelist at Chartered Financial Analyst events in both Dallas and Austin. An avid explorer, Lisa loves traveling off the beaten path with her children.