Lisa Wilson

Operations Manager

Lisa was born and raised in Texas. She has a 25-year background in banking/financial services. She has spent the last 5 ½ years as an Operations Manager/ Client Relationship Manager in Wealth Management/Retirement services in Las Vegas, NV.

Lisa believes offering clients a stellar experience is top priority. She realizes that the greatest technology in the world hasn’t replaced the ultimate relationship between a client and a business: The Human Touch.

In her spare time, Lisa practices yoga and meditation. She is a certified yoga instructor. Lisa has been married for over 28 years and has a rescued Pit Bull /Mix named “Kyo”, who is now 15 years old.

She and her husband love dogs and couldn’t imagine a day without one.