Lisa Beach

Lisa Beach works closely with Mark, supporting our day-to-day Practice Operations with personalized service to our Clients. Lisa has experience with a wide range of client needs and requests, including account administration, distributions, beneficiary updates, transfers, paperwork, and ongoing service matters. Lisa is often a key point of contact for our Clients and helps guide Clients through the administrative side of their financial accounts with care, attention to detail, and follow-through. In addition to client service, Lisa helps manage office procedures, organization, and workflow to keep the practice running smoothly and efficiently.

Outside of the office, Lisa enjoys spending time with her family, traveling, crafting, and learning new technology.