Lisa has been with Bridgetown Wealth Management since 2018 and brings over 30 years of client services experience to the team. As an administrative assistant, she's often a client's first point of contact--answering calls, scheduling appointments, meeting and greeting clients as they arrive.
Lisa was born and raised in Portland and loves the Oregon coast and mountains. In her free time, she enjoys cooking, crocheting and spending time with her husband, two daughters and her cat.
Lisa acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 01/20