Lisa is Chief Compliance Officer and Head of Operations at CFM Wealth Partners, and has been an integral part of the CFM team for 30 years. She began her career at Underwood Neuhaus and has also held positions at A G Edwards, RBC Wealth Management and Stephens Inc.
Lisa attended the University of Texas at Austin. She and her husband Mike have been married since 1993 and they have three kids and four grandkids. Lisa and Mike live in Georgetown and enjoy dining out around the square there and their various wine club memberships.