Lisa Adams

Lisa Adams

Financial Advisor

Lisa gained her love for finance after working as a Finance Assistant for a local auto-dealership. Before acquiring the role in the Finance Department, Lisa held experience in various accounting positions and carries experience as an Office Manager. In 2015, Lisa decided to take a full leap into the financial industry to pursue her passion for helping others reach their financial goals. She began as a sales assistant where she was able to gain knowledge of securities compliance, sound investing, data analysis, and public relations, as well as study to become a licensed Registered Representative and Financial Advisor.  Lisa currently holds a Series 7 and a Series 66 FINRA license, as well as her Life Insurance license obtained through Kaplan University.

Lisa and her husband Kevin, share their love of the Idaho scenery. Lisa, Kevin and their two dogs Sunny and Junior, often enjoy hiking adventures, camping, water sports and traveling. Lisa also has a love for community involvement, family time, cooking and gardening. With her passion for helping others, Lisa is currently involved in civic groups such as Bannock Civitans, Zonta of Pocatello and is the Co-founder of a new local club, Business Women of Pocatello.