Lisa Goudy is a Senior Client Operations Associate with Bluespring Wealth Management. She brings a diverse professional background that spans marketing, event planning, and operational leadership. Lisa previously served as an Operations Manager with the Wells Fargo Private Bank, where she developed strong organizational and client service skills.
Guided by a deep belief in serving others, Lisa spent eight years in management roles within the funeral profession. Her positive outlook, attention to detail, and commitment to supporting clients make her a valued member of the Bluespring Wealth Management team.
Lisa holds a B.S. in Organizational Management and an A.A. in Funeral Science. Outside of work, she enjoys traveling and discovering new destinations. She is married, has two grown children, and is a proud grandmother to three grandchildren.