Lisa Green is a Client Service Associate at Mainsail Wealth Advisors with more than 20 years of experience in the Financial Services Industry. Her career has included various roles such as a Licensed Personal Banker, Loan Officer, and Field Support Analyst. Throughout her professional journey, Lisa has been dedicated to providing exceptional customer service and aims to assist clients with their financial needs while also educating them.

Originally from Ann Arbor, MI, Lisa relocated to Richmond in 2022. She takes pride in her two children, Laila, who is studying pre-law at Hampton University, and Christian, who is pursuing a career as a Content Creator. After her youngest child graduated from high school, Lisa decided to explore new opportunities and moved away from her hometown. In her leisure time, she enjoys writing, watching sports, and cooking.

In addition to her professional and personal interests, Lisa is eager to get involved in volunteer work in her new community. She is interested in projects that focus on educating and providing resources for young women who are aging out of the foster care system and those who are re-entering society after incarceration.

Education
• Davenport Univiersity, BBA