Meet the Team

Lisa Harper

Senior Client Service Associate
Direct: (425) 467-1105
Office: (425) 467-1011 Ext. 105
Email: lisa.harper@avieradvisors.com

Dedicated to delivering an outstanding client experience through collaborative work with my colleagues

My Role

As a Senior Client Service Associate, I’m all about making sure our clients feel cared for and supported every step of the way. I team up closely with our Lead and Associate Advisors to ensure our clients receive top-notch service.

My day-to-day involves juggling operational tasks related to client care, adjusting priorities as needed, and tackling a variety of tasks in a well-organized manner. By managing these responsibilities efficiently, I help ensure our clients enjoy a smooth and exceptional experience.

My Story

With over three decades working in finance, I bring a wealth of experience in client service and financial management. My extensive background helps me tackle even the most complex financial situations, making sure our clients receive the best possible support. I’m passionate about this industry, and I’m committed to delivering exceptional service every step of the way.

I grew up in Kirkland, WA, where my family has called home since I was five. I cherish the beauty the Pacific Northwest has to offer and love exploring its breathtaking national parks, as well as those in Canada, through travel and camping with my family. When I’m at home, you can find me in the kitchen whipping up meals or baking goodies. I’m also a proud, passionate fan of the Washington Huskies—Go DAWGS!

I’m happily married with one son and an adorable Saint Bernard named Stella, who often tags along on our outdoor escapades.

READY TO GET STARTED?

Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.