Blue Trust
Lisa Denham has over 15 years of experience in client services and community engagement within the financial, non-profit, and healthcare sectors. Currently serving as a Senior Client Service Associate at Ronald Blue Trust since February 2016, Lisa applies biblical wisdom and technical expertise to guide clients in making informed financial decisions. Previous roles include Registered Client Service Specialist at The Brauner Company, Assistant to the Executive Director at Los Altos Village Association, and Director of Activities at Saratoga Retirement Community. Lisa also has experience as a Business Banking Specialist at Wells Fargo and has worked with foster youth at Jeremiah's Promise. Early in their career, Lisa held positions as a Kindergarten Teacher at Molokai Baptist Church and as an Inside Variable Annuity Wholesaler at Lincoln Financial Group. Lisa holds a Bachelor of Arts in Public Relations/Image Management from Marietta College.
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Blue Trust
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Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/