Lisa M. Derig

With over 29 years in the financial industry, Lisa has been a partner with Headwaters Wealth Management since its founding in 2014. Lisa’s past experience brings a knowledge of both sides of the balance sheet and in liability management. Lisa has established a reputation for putting clients first and for taking time to really know and understand their needs. Her greatest joy is planning, executing and helping to ensure clients are achieving their financial dreams and goals.

Lisa enjoys giving back and being involved in the community. She served or is currently serving on the following boards; Ballet Idaho, Bishop Kelly Foundation, Small Village Foundation and St. Luke’s Children’s Hospital Board. She is a member of IWCF and also volunteers for the Salvation Army and Girl Scouts.

Lisa graduated from Boise State University with a degree in Education. She and her husband Vince enjoy traveling and are learning what it means to be “empty nesters.”

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"We build uncommon and meaningful relationships with our clients. "
"We help you manage what is important to you today, and tomorrow. "
"If everyone is thinking alike, then somebody is not thinking. "
"An Adviser should anticipate, and satisfy your needs. "
"If you want to go somewhere quickly, go alone. If you want to go somewhere great, go together. "
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
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