Lisa's industry tenure has led to clients becoming lifelong friends. She thrives on developing long lasting relationships based on trust. With Lisa in your corner, there is no financial obstacle that you will not be able to cover come. When not meeting clients, Lisa enjoys adventures with her family.
If you cannot get ahold of Bill or Lisa, you will reach the fabulous A J Barbosa. A J truly is the backbone of Grand River Wealth. Our flawless onboarding is due to A J. She ensures a seamless transition from start to finish so that your experience as you join our Team is nothing short of exemplary. When not ensuring our client's needs are met, you will find A J exploring the globe with her family and friends.
When you get the chance to sit with Megan Archer, you will find that the conversation flows easily as she takes the time to uncover your goals and work with you to develop your personalized financial plan. Megan understands that no two journeys are the same and that your plan should reflect that. When Megan is not planning, she is acting as chauffer for her 5-year-old daughter who enjoys dancing, playing soccer and swimming.