Lisa M. Derig
With more than 30 years in the financial industry, Lisa is a founding partner of Headwaters Wealth Management (HWM). Lisa manages many of the firms’ largest relationships and excels at building meaningful long-term relationships. She thrives in connecting with clients, understanding their needs and backgrounds, and ensuring we always provide the right solutions. In addition to working with wealthy individuals and families, Lisa has extensive experience working with Family Foundations, Endowments, and Donor Advised Funds. At HWM, her greatest joy is planning, executing, and ensuring clients are achieving their financial dreams and goals.
Lisa enjoys giving back and is very active in the community. She has volunteered and served on boards for numerous organizations. A graduate of Boise State University, Lisa loves spending time with her husband, three adult sons, friends, and family.
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