Lisa Gesin
Chief Compliance Officer
Lisa Gesin is a seasoned compliance professional with more than 25 years of experience in the securities and financial services industry. A graduate of the Mays Business School at Texas A&M University, she earned her Bachelor of Business Administration in Finance in 1999.
Throughout her career, Lisa has served insurance, broker-dealer, investment advisory, and municipal advisory firms in a wide range of compliance and supervisory roles. She has also contributed to the professional community through her service on the board of the Dallas–Fort Worth chapter of the National Society of Compliance Professionals. Her expertise has led to invitations to speak at numerous local and national industry conferences, including serving on faculty panels and participating in an SEC-hosted discussion.
In addition to her professional work, Lisa is actively engaged in community service. She serves on the boards of a local women’s organization that provides scholarships to area high school graduates, as well as support to graduates of the area high school who are currently attending U.S. service academies or serving in the military. She is also a proud member of Delta Gamma Fraternity and holds alumnae leadership roles supporting the organization’s mission and mentoring its members.
Outside of her commitments, Lisa is an avid sports fan—especially devoted to Aggie athletics and the Houston Astros. She enjoys spending her free time traveling with her husband, who is also an Aggie, and their two adult children, both proud University of Oklahoma Sooners.
Ph: (469) 916-4287
lisa@worthassetmgmt.com
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
I trust him to take care of my finances and I truly believe he cares about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
I am happy with the opportunity to work with Philip! If something happens to me, I know that my wife can trust the advice she receives from Philip to be sound and explanation to be understandable! Philip always deeply cares for his clients!
mark g.
Advice your family can understand and trust
