Assistant Vice President
Telephone: 800-858-6127 ext. 5910
E-mail: Click here to e-mail me
Lisa joined New Covenant Trust Company in January of 2000. She is responsible for building and strengthening client relationships. Lisa directs and leads activities relative to creating and administrating charitable trusts, personal trusts, and investment management accounts. In addition, she reviews with clients their individual plan for their trust account and focuses on providing trust planning guidance while interpreting a will or trust. Lisa has over 20 years of experience in the financial services industry.
Lisa is an honors graduate of Kenyon College (Ohio), earned her Juris Doctorate degree from the University of Louisville Brandeis School of Law, and is a member in good standing with the Kentucky Bar Association. She is also a graduate of Cannon Trust School and earned the CTFA (Certified Trust and Financial Advisor) designation. Lisa is a member of the Louisville Bar Association Probate Section and Investment Committee.