Lisa Westermark, ChFC®

Lisa joined Scott and Ira at Merrill Lynch in 2013 after moving to Los Angeles from New York City, where she previously worked for Quilvest Private Equity. After spending five years as a client associate with the team, she transitioned into an advisory role in 2018 with an emphasis in relationship management.  

Lisa enjoys working with our next generation, and regularly interacts with the children and grandchildren of our clients to help them define their financial goals, implement investment plans, and understand the basics of personal finance. She has also found a true passion for educating women on the nuances of their unique financial journeys and regularly hosts educational seminars geared specifically towards women at all stages of life.  

Lisa received a Bachelor of Fine Arts in Musical Theatre from the prestigious Cincinnati College-Conservatory of Music. She is an avid lover of art, theatre, classical music, and world history. Lisa resides in Los Angeles with her husband, Kainoa, and their inspiring blind rescue dog, Poppy.