Lisa Yost

With an impressive 40 years of industry experience, Lisa's journey in the investment realm began as a computer programmer at the home office of G.W. Story & Associates, Inc., a Sacramento broker-dealer, in 1983. Over time, she seized the opportunity to broaden her scope, expanding her knowledge and responsibilities to encompass client services, as well as the processing of general securities, stocks, bonds, annuities, and insurance sales.

Armed with a Series 7 and 24 license, along with a California Insurance license, Lisa's professional landscape spans various facets of the financial domain. Her role entails overseeing all aspects of client services and guiding clients through the intricacies of the financial process. Additionally, she manages the processing of investment orders for all branch representatives. Beyond her remarkable financial acumen, Lisa is a devoted Sci-Fi enthusiast and an avid reader, finding joy in the imaginative realms of speculative fiction. Lisa also cherishes moments spent with her family, emphasizing a balanced and fulfilling life outside the corridors of the financial industry.