Director of Business Development
With a background in finance, Lisa brings a unique perspective to Source Advisors as Director of Business Development. She has 25+ years’ experience advising and consulting with business owners and C-Level Executives in companies of all sizes, in many industries including government contractors. As a commercial banker, Lisa worked directly with decision makers analyzing and recommending the most appropriate sources of financing to fund growth and support cashflow. Her experience was gained from institutions such as American Express and Wells Fargo. She collaborates and partners with CPA firms to be a resource for their clients in R&D Tax Credits, Cost Segregation and Energy Incentives.