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Lisa M. Derig

Partner

With more than 30 years in the financial industry, Lisa is a founding partner of Headwaters Wealth Management (HWM). Lisa manages many of the practice’s 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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Address 401 W. Front Street Suite 400 | Boise, ID 83702  |  Map and Directions

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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