Lisa joined Cook Wealth Management Group in 2017 and has excelled in various roles, from Client Services Associate, to Associate Wealth Advisor, and now COO. She oversees all our operations and drives us toward excellence and efficiency. She previously worked at financial services firms in Boston, New York, and Raleigh over her 20 year career.
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.