Lisa J. Beard

Director of Client Services
[email protected]

Lisa has been with Willow House Advisors and its predecessor firms since 1989. With over 30 years of experience in the financial industry, Lisa is a natural in her role as Director of Client Services. She specializes in processing complicated investment cases as well as overseeing the practices of Victor Dupuis, C Ross Edmonds and Michael Nalls. Lisa is motivated to learn the best practices that alleviate stress and worry for clients and associates alike. Outside of work you’ll find Lisa spending time with her family, cheering on the Flyers and baking delectable treats.