Lisa has over 15 years of experience in the investment management industry. Prior to joining Lyell Wealth Management, Lisa was a Regional Sales Office Supervisor at BNY Mellon Wealth Management. Lisa joined BNY in 2016 when it acquired Atherton Lane Advisers, where she was the Office Manager for 9 years.
Lisa lives in San Jose with her partner, Son, and her two adult children, Austin, who graduated from Haas School of Business at Cal–Berkeley in 2022, and Maui, who is working to become a Police K9 Trainer. Lisa enjoys taking early morning drives to the beach and traveling.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
