CPA/PFS, CFP (R)
National Director of Wealth Planning, Comerica Bank
Lisa leads a team of experienced and credentialed wealth planning specialists who develop customized wealth planning solutions for business owners and other high net worth clients. She joined Comerica in April, 2021 to lead the team and enhance the Wealth Planning offering after spending almost 25 years at Wells Fargo/Wachovia/First Union in planning leadership roles. Lisa spent the first 11 years of her career at Arthur Andersen in Washington, DC where she was a member of the Personal Financial Planning and Family Wealth Planning teams.