Lisa has a BA, in Communication Studies from California State University, Long Beach. Prior to joining Cappuccino Financial, she was Vice President of Retail Sales and Marketing at Countrywide Home Loans and prior to this, she was a Marketing Manager for an aftermarket automotive company and an Assistant Account Executive at Saatchi & Saatchi.
As a Client Service Associate, Lisa works to ensure client transactions are processed accurately and in a timely manner. She prepares and coordinates the delivery of clients’ enrollment materials, transfers, and online account access.
Lisa and her husband, Ken live in Simi Valley, CA. They have two children, Alyssa, who is a senior at UC Davis and Ryan, a freshman at UCLA. Lisa enjoys working out, camping, cooking, reading, and hiking with her two rescue dogs , Kacey & Ruby.