Lisa comes to Financial Plan with 18 years of experience as a Customer Service Agent, Supervisor, then Manager at Alaska Airlines. Her impressive track record includes managing a team of 55 employees working to coordinate all aspects of airline operations, compliance, and passenger safety.

Born and raised in Bellingham, Lisa attended Meridian High School and Whatcom Community College before obtaining a Travel Degree from the Travel Academy in Bellevue. As an Operations Director at Financial Plan, Lisa uses her vast experience to ensure accuracy and efficiency when completing transactions for the clients she serves.

Lisa’s hobbies include travel (especially to tropical destinations), fitness, and a wide variety of sports. She spends her free time enjoying her family and friends, and of course staying active from going to the gym, to playing soccer, softball, golf or any sport that comes her way, as well as coaching the various athletic teams of her three young children.