Lisa M. Davis

Portfolio Administrator

ldavis@meritageportfolio.com

Lisa is member of the Client Service Team. She is our clients’ first point of contact, by phone and at the front desk. Lisa assists with client requests and preparing client meeting materials. She also uses her graphic design skills for the firm’s printed materials.

Lisa joined Meritage in 2012, after relocation from the southeast Kansas communities of Pittsburg and Fort Scott. She received a bachelor’s degree in Commercial Graphics from Pittsburg State University, and is presently pursuing her MBA in Finance from Avila University.

In her spare time, Lisa spends time outdoors, camping and kayaking with her husband and their two canine rescues, Bella and Dolley. She enjoys volunteering with Community LINC and is serving on their Young Professionals Board as Chair in 2018.

Quote: “Do what you can with all you have, wherever you are.” – Theodore Roosevelt