Director of Business Operations
Chief Compliance Officer
Lisa works tirelessly to make the Vance Wealth experience appear effortless.
Lisa truly touches all areas of Vance Wealth. As Director of Business Operations, she handles a wide variety of responsibilities ranging from improving the Vance Wealth client experience with better processes and procedures to working with John on business strategy. Lisa constantly has clients and staff in the forefront of her mind while continuously improving the overall experience.
After knowing John personally through their daughters, John invited Lisa to return to the workforce and join his practice in 2012. Prior to her days as a stay-at-home mom, she enjoyed a career in medical sales with a BA degree from UC Irvine. Lisa lives in Santa Clarita with her husband, Tom, and their two children. They love traveling together as a family to different destinations. Lisa is a bit of a foodie and enjoys finding eclectic and delicious restaurants in every city they visit.