Lisa joined Cook Wealth Management Group in 2017. As leader of our client service staff, Lisa drives us toward excellence and efficiency. She has 20 years of experience working with financial services firms in Boston, New York, and Raleigh.
Lisa and her husband Gary have lived in Raleigh since 2005. They have three children: Caroline, Natalie and Nick. She enjoys reading and traveling. Her most recent travels include Northern Africa, the Middle East and Europe. She and her family are always on the lookout for their next travel adventure.