Lisa Bergeron
A former teacher, Lisa knows that everyone sees and understands things different — especially regarding finances. She is driven by a love of helping others understand their options and get excited about their financial future. Before joining The Capital Concierge, Lisa spent over 20 years as a lecturer of finance and entrepreneurship at the University of Kansas, cultivating a teaching methodology that resonated with both business and non-business students alike. Lisa believes financial concepts, no matter how complex, can be simplified for better understanding.
