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.