Lisa is a Wealth Planning Strategist for UBS, providing comprehensive and unbiased advice to advisors and clients across Arizona, Hawaii, Nevada, and California. With a focus on wealth preservation and generational prosperity, her expertise is particularly valuable in pre-sale and exit planning for business owners, as well as estate and multi-generational planning. Lisa is a former estate planning attorney with two decades of experience in financial services and holds a Juris Doctor (J.D.) from Tulane Law School. She is a recognized resource and a featured speaker at national and regional events. Lisa lives in Cleveland Heights, Ohio, and in her spare time, she loves the Dodgers, and she enjoys road trips and quality time in Hawaii.