Advisor Profile

Lisa is an Associate of Wealth Management and a vital member of Choreo’s team. She provides comprehensive operational and client service support to advisors, helping to ensure smooth and efficient experience for both the team and their clients. Known for her attention to detail and proactive approach, Lisa manages a wide range of responsibilities from coordinating day-to-day workflows to ensuring timely follow-up on client requests. Her commitment to service excellence plays a key role in maintaining the high standard of care clients expect and deserve.

EDUCATION

• B.A., Augusta State University