Lisa M. Davis

Client Communications Specialist

ldavis@meritageportfolio.com

Lisa is member of the Client Service Team. Lisa served as our clients’ first point of contact by phone and at the front desk for the first five years of her tenure with the firm. Lisa continues to assist with client requests and preparing client meeting materials, but is more directly involved in the firm’s marketing and communication efforts. 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 an 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 served on their Young Professionals Board as Chair in 2018.

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