Lisa joined Nash–Hasty Private Wealth Management after relocating from Indiana to Illinois, bringing with her a background in sales and customer service. She didn’t set out to work in the financial industry, but she’s always believed in a simple idea—bloom where you’re planted. With a strong work ethic and attention to detail, she knew she could grow wherever she landed.
After meeting Todd, she quickly felt that Nash–Hasty was the right fit. The genuine care for clients, the focus on doing things the right way, and the family-first culture all stood out right away. As a wife and mom of two school-aged kids, that mattered. It still does. Today, she takes pride in being part of a team that truly puts people first.
In her role, Lisa enjoys making things run smoother and more reliably for both clients and the team. She’s someone who values follow-through—if she says she’s going to take care of something, she will. Whether it’s a form, a document, or simply making sure nothing falls through the cracks, she finds real satisfaction in helping take things off people’s plates and making life a little easier.
Through her work, Lisa has come to appreciate that while every situation looks different on the surface, many of the same thoughts and concerns come up again and again. She relates closely to the experiences many clients are working through—saving for her children’s future, thinking long-term about retirement, and learning to stay steady through life’s inevitable ups and downs.
Outside of work, Lisa enjoys spending time on the things that recharge her—reading, hiking, and traveling, especially as her family works toward visiting as many national parks together as possible. She values having things on the calendar to look forward to, whether it’s a big trip or a simple weekend away. She also enjoys her vegetable garden, cooking, and getting outside for walks with her dog. A favorite part of her routine is starting the day early with a quiet cup of coffee before everything gets moving.
Lisa hopes clients feel supported and confident every time they interact with her. If there’s one thing she wants to be known for, it’s simple—she’s reliable, she follows through, and she’s here to help.