background & experience
With more than 12 years of financial industry experience, Lisa first stepped into her role as a Client Associate in 2022. She now holds the Series 7 and 66 registrations and serves as a notary for our clients. Lisa joined Marne Wealth Management in November of 2025, where her primary focus is supporting the administrative needs of clients and the practice. She is passionate about helping ensure all clients receive excellent service and is committed to putting their needs first.
Away From the Office
Lisa currently lives in Dallas with her husband Aaron and their daughter Aubrey. In her free time, she enjoys traveling and spending time with her family and friends. An avid music lover, Lisa has attended over 200 concerts and plays the saxophone, flute and clarinet- although her free time is now spent watching her daughter thrive in her extracurricular activities, attempting everything from Soccer to Musical Theater.