Coastal Investments

With more than 30 years of financial industry expertise, Lisa is responsible for establishing financial plans that will allow members to meet their commercial business goals for their business. Her main focus is on member needs with commercial lending, technology through Treasury Services, and investing and succession planning. Native to Hampton, Virginia, Lisa has been active in the community for many years. Most recently, Lisa was recognized as Community Champion by the Association of Fundraising Professionals of Virginia in 2021. She was also named Wells Fargo's Volunteer of the Year in 2015. Formerly, she served as a Committee Chair for the Hampton Roads Community Action Program and was a former Board Member for the Hampton YMCA. Lisa is also a proud volunteer of Impact 100. "I love connecting with people! I have a heart for service and I enjoy ensuring that the businesses and members I connect with experience the best from their bank."

I have been working in the Mortgage Industry for the last six years, and I have helped countless people purchase, refinance, and build homes. I am very familiar with several different loan types and their respective guidelines, and because of this, I'm always working to get you through the process of buying a home in the least stressful and best way for you!