Lisa has over 40 years of experience advising clients about tax, family wealth and financial planning issues. She recently retired from Comerica Bank, where she led the combined Strategic Wealth & Business Advisory team. She spent 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.