Lisa Boe

Lisa has been serving as the director of client relations for Legacy Wealth Group since its inception. Prior to joining the firm, she served as lead administrative assistant for Fred and Keith for nine years at a previous broker/dealer.

In her role, Lisa is the first point of contact for all client communications. Lisa’s duties also include the administration and management of the operational side of the practice, coordinating internal compliance reviews, preparing detailed data for client review meetings, and organizing and managing client appreciation events.

Lisa and her husband, Trent, have four children: Alec, Magenta, Shandon, and Rylan.