Lisa Peters joined Waverly Advisors in December 2025 after Forefront Wealth Management was acquired by Waverly Advisors, LLC. As Senior Advisor Support Specialist, Lisa has over 25 years of experience in the financial industry. In her role, Lisa provides client support including client onboarding, account applications, money movement, and day-to-day account maintenance and operations.
Outside the office, Lisa is the proud mother of triplet daughters, 8 grandchildren, and loves spending time with her family.