Lisa began her career in the field of finance and accounting over 35 years ago. Today, she serves as the Chief Financial Officer and Chief Compliance Officer at RTS Private Wealth Management. In this dual role, Lisa manages all financial reporting and regulatory compliance for RTS. She also handles the office management responsibilities of the firm.
Lisa began her career at KPMG/Peat Marwick, (now referred to as KPMG), a “big four” audit firm in Phoenix, Arizona, specializing in hospitality, government, and small businesses. Prior to joining RTS Private Wealth Management, Lisa was Director of Accounts Payable Operations for Alliant Foodservice, a national six-billion-dollar food distributor whose centralized accounting operations are located in Phoenix, AZ. Lisa’s accounting experience extends into the real estate and medical fields as well.
Lisa is a native of Arizona. She graduated from Arizona State University in 1985 with a bachelor's degree in Accounting. She earned her Certified Public Accountant license in 1989.
In her desire to give back to the community, Lisa has used her financial expertise volunteering to help different charitable organizations with their finances. She has served on several councils at her home parish of St. Thomas the Apostle Church, including the Finance Council for twelve years, in which she reviewed the financials reporting for the parish and elementary school as well as currently serving on the Parish Council since June, 2019. She is an active member of the Our Lady of the Assumption Sodality at St. Thomas the Apostle Parish, where she chairs several committees. Lisa, with the help of her staff, also organizes outside charitable activities for the entire RTS staff to engage in. Lisa’s intention is to provide an opportunity for everyone at RTS to serve others: such as the homeless and those in greatest need, rather than being served themselves. These activities have been eye-opening, humbling and enjoyable experiences.
To keep her life in perspective, Lisa enjoys traveling, hiking, volleyball, and spending time with her family. Lisa and her husband Wayne have two athletically talented daughters; Rebecca, an NCAA volleyball alumni (Regis University), and Sarah, an NCAA beach volleyball alumni (UCLA) who is also making a run for the 2021 Olympics. As with her RTS staff, Lisa is a mentor to her daughters, encouraging individual talents, and building a level of confidence that ensures success.