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 Clients
- C-level executives
- Medical Professionals
- All types of private banking loans, including revolving lines of credit, term loans, practice buy - ins and owner-occupied real estate loans
- Deposit only clients with sophisticated cash management needs.
Community Involvement
- Treasure Valley CFO Forum–Administrative Executive
- PLGA–Vice President
- The First Tee of Idaho–Board of Directors
- Paint the Town
- Leadership Meridian–Class of 2013-15
- BNI International
- Rake Up Boise
- Boise Rescue Mission
