Client Relations & Operations
Lisa serves as Compass’s Client Relations and Operations Specialist, bringing more than six years of wealth management experience to the team. Her work centers on supporting advisory leadership, improving operational efficiency, and managing relationships with ultra-high-net-worth families. Proactive and detail-driven, Lisa brings structure to advisors’ day-to-day workflows so they can stay focused on what matters most: serving clients.
Lisa earned a B.A. in Business and Communication Studies from Lake Forest College. Outside the office, she enjoys spending time with her husband, son, and their collie, Maple. She’s an active member of the Maple Grove Fire Corps and an avid baker who regularly competes in the Minnesota State Fair baking competitions.