Lisa Coon

Lisa noticed something different when introduced to the 6 Meridian team - everyone is right where they should be.

Lisa’s role on the team is one of immense value to both advisors and clients. Lisa works closely with the client service team to ensure a seamless client onboarding experience. Through every step of the process, Lisa monitors each detail from paperwork, funds movement, and internal tracking systems. As one of the first experiences with their firm, their clients count on her precision and attention to detail. Embracing their commitment to the overall financial picture, Lisa is the key contact donor-advised funds program which allows their clients to easily make meaningful financial contributions to their selected charity.