Scott joined our team in 2018 but has been working in finance since 2012. He thoroughly enjoys using his passion and expertise to help others achieve their financial goals. Scott’s primary role is servicing managed accounts, trading and investment/market research. He is currently pursuing the Chartered Financial Analyst designation. 

Lisa has been in our office since 2014. She is the glue that keeps the practice organized and running smoothly. Lisa is both securities and insurance licensed and provides services for insurance, annuity and mutual fund accounts. She also supports marketing and manages both the charitable and educational events we hold throughout the year. Lisa has a Bachelor of Arts degree in communications from Arizona State University and a Master of Arts degree in organizational management from the University of Phoenix. 

Lisa volunteers at Paradise Valley Unified School District, La Casa de Cristo Lutheran Church and Feed My Starving Children, and she participates in several Thrivent Action Teams. She enjoys spending time with her adult children and extended family as well as hiking, traveling and reading.