Team
About Us
Gregg and Lisa began working for their former broker-dealer LPL Financial in 2009 with a branch office in Georgetown, TX. In 2015, they moved to the institutional side of LPL Financial with Independent Bank. Transitioning to the independent side has brought them back to “The Most Beautiful Town Square in Texas.”
Gregg and Lisa have identical twin daughters and one small Schnoodle named Murphy. Greta attends American University in Washington, DC and Emma attends Belmont University in Nashville, TN.
Lisa Gatlin
Director of Client Relations
Lisa began her financial career with a large variable annuity provider after graduating from Baylor University. Lisa followed that experience by working for a boutique institutional asset management firm offering fixed income, equity, and balanced strategies for institutional investors. Lisa and Gregg moved to Austin in 1993 where she was the operations manager for Morgan Keegan. She and Gregg began working together in 1995 when she became a financial advisor for Morgan Stanley. Her focus today is on client relations and customer service.