Business Development Manager
Lisa brings over 22 years of financial services experience to her role of Business Development Manager. 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 Group, 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 time the little free time she has with her husband, Steve, and two children.
Getting to know Lisa
Favorite food: Pizza, plain cheeseburgers and braunschweiger on toast
What motivates Lisa: Lisa’s family is her biggest motivation but waking up each morning, doing what you love and knowing you are making a positive impact is a key motivator!
Favorite holiday: Christmas
Something on Lisa’s bucket list: Learn how to swim!
Place Lisa would most like to visit: Lisa would love to take a trip to Poland with her family. Lisa’s husband, who also works at Carson Group, is 100% Polish!
Biggest accomplishment: Lisa’s biggest accomplishment is her family