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Lisa Preston

Lisa Preston

Operations Manager

Lisa has been in the financial industry over 29 years. Twenty of those years have been with Rob building a business focused on helping clients pursue their ideal quality of life. Her goal is to give each and every client premier customer service with a caring, personal touch that gives the business the feeling of family.  Her knowledge and expertise combined with her amiable personality is an asset to the firm and their clients. 

Outside the office Lisa enjoys spending time with family and friends, while her daughter is attending her 3rd year at college in England.   As a former teacher Lisa fulfills her love for children by volunteering at her church in the children’s ministry.