About
Lisa’s customers have come to rely on her for both timely and expert personalized service. She strives to customize bank products and programs to fit their unique needs at a highly sophisticated level. Her specialty is owner operated businesses with cash management and industry specific lending needs. Her business background affords her strong relatability with her clients, building and maintaining strong relationships with all players involved helping achieve their financial objectives.
An Idaho resident since 1979, Lisa has a degree from Idaho State University and has been with Washington Trust since 2009.
Areas of Expertise
- Commercial real estate.
- Commercial services.
- High net worth.
- Legal professionals.
- Medical and dental.
- Mergers and acquisitions.
- Nonprofits.
- Residential real estate.
- Treasury management.
Community Involvement
- Business Network International — Ambassador.
- The First Tee of Idaho — Former Board of Directors Member.
- Leadership Meridian — Class of 2013-2015.
- Treasure Valley CFO Forum — Board of Directors.
- WCA — Ambassador.
