Lisa is the director of operations for True North Financial Planning. She has been working with clients for more than 35 years to help them accomplish their objectives.
She is instrumental in providing exceptional service to clients and working with financial advisors to ensure we deliver comprehensive solutions to our clients. Lisa’s strengths include dedication and attention to detail. She is focused on putting clients' needs first and being involved from start to finish in the implementation of clients' financial strategies. She develops personal relationships with our clients to assist them in meeting their goals.