4 weeks ago
Top DC Honors from NAPA
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...
Lisa joined CAPTRUST in 2014 as a financial advisor with the firm’s partnership with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to encourage corporate fiduciaries to sponsor retirement plans that provide financial security for all employees.
Prior to the partnership, Lisa served as chief compliance officer and chief financial officer of DCAdvisors, and has worked in the industry since 1983.