Lisa began her career in the financial services industry in 2014 and joined Samantha’s team in 2022, bringing with her over 20 years of operational expertise across a diverse range of industries and organizations, from small businesses to large corporations. With more than a decade of experience supporting business growth and development at respected broker-dealers and registered investment advisors (RIAs), Lisa has built a reputation for excellence and adaptability. Throughout her career, she has worn many hats, each opportunity allowing her to refine her expertise, grow professionally, and define her role within the financial services field. Her unwavering commitment is to deliver seamless client service while cultivating meaningful, lasting connections with clients and colleagues. Lisa is dedicated to supporting organizational health and productivity, always with a focus on creating an exceptional client experience.
A proud California native, Lisa spent her childhood in the picturesque Monterey Bay area before relocating to the Bay Area to pursue a career in wealth management. She now resides in San Ramon with her husband and their two sons. Outside the office, Lisa treasures quality time with her family and friends, embracing the joy of connection in every area of her life.
Romana Wealth Partners | 3000 Executive Parkway | Suite 400 | San Ramon, CA 94583
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