Lisa worked with Frederick Wright, our Co-Founder, before Wright Investments merged with Smith & Howard Wealth Management in 1999. She is passionate about providing personal service to our clients. This commitment, coupled with her two decades of client service experience and over a decade of investment industry experience make her a valuable asset to the firm and to SHWM clients. Lisa is a member of our Women of Meaning group.
Born in Ohio, Lisa has lived in Atlanta for more than 20 years and has eight siblings. Lisa is involved community activities, serving as a planning member of the Marcy's Mulligan charity golf tournament, as a member of the joint SHWM/Smith & Howard Community Service Committee and as a member of the joint SHWM/Smith & Howard Admin Social Group. She also enjoys photography and travel.