Lisa brings more than 28 years of experience in the financial services industry to Sterling Fox Financial Services. She began her career at Merrill Lynch, later spending nine years with Edward Jones before joining Raymond James in 2011.

As Chief Operating Officer, Lisa oversees the daily functions of the office and ensures our team consistently delivers the high level of service our clients expect. She has a particular passion for helping clients clarify their financial goals and tracking their progress over time.

Outside the office, Lisa enjoys hiking, traveling, exploring National Parks, and spending time with her family. She is also an active volunteer with Raleigh Rescue Mission, Brown Bag Ministries, Lasagna Love, and Sleep in Heavenly Peace.

Raymond James is not affiliated with any of the organizations mentioned