Lisa joined our team in January of 2020 as our part time Community Outreach Representative. She brings with her over 20 years of retail banking, business and marketing experience.
Lisa is originally from Lake Wales where she went to school and earned her bachelor’s degree from Warner University. A few years later, Lisa earned her 3 year banking degree from the University of Florida where she graduated President of her class. Lisa has called St. Lucie County her home for over 22 years now.
She enjoys spending time with friends and family. Plus she likes working in her yard and many other outdoor activities with her husband (Rolf) and son (Austin).
No matter where you are in life’s journey, we can help.
Whether you need to update your estate plan, are preparing for future long-term care needs, or have a loved one entering or already in a nursing home, we are ready to assist you.
We have 5 convenient locations throughout the Treasure Coast area and are ready to serve you.
Take the first step by contacting us today.
Like the Banyan Tree, our mission is to provide shelter & comfort to seniors and their loved ones through legal advocacy and planning solutions.
We help with crisis and advanced long term care planning including eligibility for Medicaid, Wills, Trusts, Probate, and Estates.
We’d be honored to help you and your family.
Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
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