Lisa Short
RIA Client Service Specialist
Lisa joined the AFS – Heffernan Financial Services team early 2024. She has a background in client services and account management in the RIA financial services space within boutique wealth management firms. The launch of her two sons brought her back to her hometown of Flagstaff, AZ after extended stints in NYC and CT. In her free time, Lisa enjoys spending time with her family, long walks in the woods with friends, and traveling.
