At Investors Trust Company, Lisa works closely with the client relationship team to provide advice, asset management, and fiduciary services to clients and beneficiaries as assistant vice president, relationship manager & fiduciary officer.
Prior to joining Investors Trust, Lisa has served in a variety of roles throughout her career that have honed her estate, trust planning, and probate administration and litigation skills.
Immediately before joining Investors Trust, Lisa worked as a fiduciary litigation and estate and trust attorney in Chicago, IL, at two boutique law firms. In addition to litigation, Lisa also focused her practice on estate planning, elder law issues, and asset preservation strategies in relation to long-term care planning. She also brings experience working within and with governmental agencies and non-profit organizations specializing in elder and disability issues. She is passionate about applying all of these skills and past experiences for her clients' benefit.
Lisa earned her Bachelor of Arts degree in English, magna cum laude, from Appalachian State University in Boone, NC, and her Juris Doctor from Loyola University Chicago in Chicago, IL. Being raised in a military family, she is originally from Vicenza, Italy, and has lived in three countries and four states. Lisa now resides in Cary, NC, with her husband, Edward, their two dogs, and their cat.