Lisa brings over 23 years of financial services experience to her role of Director of Business Development Operations. Her level of experience partnered with the desire to streamline processes, passion to create efficiencies, and leadership all aid in her goal to provide premium service to anyone she works with.
Prior to joining Carson, Lisa spent 18 years working with a large Omaha-based independent broker-dealer. She held numerous roles during her 18-year tenure and her last 10 years were spent in recruiting where she managed the internal sales team and helped drive revenue to the firm.
Lisa and her family are lifelong residents of Omaha. Lisa loves spending the little free time she has with her husband, Steve, and two children.