About Lisa

Lisa joined Frost Wealth Management in October of 2023. She brings many years of experience in the financial services industry, with a strong focus on customer service. Lisa has a background in Office Systems Management and is a great asset to our team.

Lisa is responsible for money movement, recurring payments, account opening and inquiries, document prep,
maintaining current KYC (Know Your Client) standards and head office liaison.

You will find Lisa at our front desk and be greeted with a friendly smile.