"I’ll never forget my first phone call with Lisa. I was a Junior in college and was starting to explore the Wealth Management industry. She understood me as an athlete. Her expertise and enthusiasm revealed the incredible opportunity to build a career where my skills and athletic experience are seen as assets for success. Since that initial call, Lisa has continued to offer her mentorship, which is the ideal balance of advocacy and advice. She is empowering and pushes me to be independent and fearless. Six years later, I still rely on Lisa’s wise guidance. I would not be where I am without her."