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Lisa Everly

Lisa Everly

Client Service Specialist

Lisa joined our team in 2018, after many years of front office experience in the healthcare industry. She is a proud Oregon State University alumnus with a BS Degree in Family Resource Management. 

She enjoys creating a positive and welcoming office atmosphere, and is passionate about establishing strong relationships with clients and helping them achieve their financial goals. 

Lisa loves spending free time relaxing with her hubby and dogs, Little Anne and Sadie Sue. She enjoys tending her yard and flowers, and loves maple bars, campfires, and log cabins- preferably all at the same time!