Lisa PetersSenior Client Associate
Lisa is one of the first members of the Forefront Wealth Management team. As a Senior Client Associate, she supports the advisory team and investors of Forefront Wealth Management. Lisa manages several operational and administrative responsibilities for the firm, including account support and documentation, statement preparation, scheduling, and addressing investor questions, to name a few. She also serves as our first point of contact when investors or prospects contact our office. All these tasks make Lisa a crucial component in our relationship-building efforts with each investor to gain a deeper understanding of their financial circumstances and long-term goals. Outside the office, Lisa enjoys spending time with her family, gardening, doing crafts, and attending her grandkids sporting events.