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.