Our Concierge Approach

Lisa Wolff is passionate about the Private Client experience. She is dedicated to building a true partnership with her clients by understanding their individual needs and providing proactive solutions.

Lisa has been with NBH Bank since January 2018 and is responsible for the coordination of the Bank’s Private Client experience that serves high-net-worth clients.

Lisa has more than 10 years of experience in banking and financial services with national firms such as US Bank and CBIZ Financial Services, serving many roles in private and personal banking, commercial lending, sales, marketing and management. She is involved in organizations throughout the community such as United Way, Samaritan’s Purse and Shelter KC.

Bill uses a holistic approach to understanding his client's financial and lifestyle objectives followed by a team-based approach to implement ongoing strategies that best align with their goals. This approach is coupled with an exceptional level of personal concierge service to support his client’s needs.

Throughout his nearly 20+ years of banking experience, Bill has served in many private, personal, business, and investment banking roles. He holds 66 investment licenses including a Series 7 along with Utah state life and health insurance licenses.

Bill earned his BS degree from the University of Utah with an emphasis in Finance, and has served the community through local organizations such as the Knights of Columbus as well as coaching youth baseball, football, and soccer.

With over 15 years of experience in customer relationship management, I am passionate about consistently exceeding my clients' and partners' expectations. I strive to empathize with clients and find solutions that meet their needs.

Throughout my career, I have successfully led teams to meet client needs in an efficient time frame and I have improved operational efficiency for my partners. My strong attention to detail, prompt attention to issues, building lasting relationships with clients, and ability to adapt to changing environments have been key to my success.
My core focus lies in fostering trust and generating value. I believe in cultivating strong, lasting relationships through transparent and valuable interactions.

I am a proud Colorado native. In my spare time I love to spend time with my family, two daughters and my dogs. I love to read or watch a good show on TV.