Lisa is a true Renaissance Woman with a passion for people. Prior to joining the Green Mountain family, she worked in the healthcare industry, assisting seniors with their Medicare benefits.  It was during this time that she discovered her passion for serving seniors in a meaningful way.

Lisa graduated with a BSE and Master of Education degree from Delta State University in Cleveland, Mississippi.  She is a veteran teacher, educating children and adults in the public school system, as well as the Texas State Prison System.  She has also worked for non-profit organizations and on various government contracting projects.

Lisa is married to LTC (R) Jimmy E. Downs and they have two daughters, Callie Downs Bush (Jonathan) and Harrison Downs Wood (Wilks).

Whitney D. Dailey

Client Liaison & Trust Funding Coordinator

Whitney provides the firm with valuable administrative services.  She is also our client liaison and trust funding coordinator.

Whitney was born and raised in Huntsville, Alabama and is an alumnus of Sparkman High School. She earned her A.A. degree in Law and Education from Calhoun Community College.

Whitney enjoys spending time with her family and hiking on Monte Sano Mountain.  She also volunteers with CASA, which provides services to individuals age 60 and older, and the homebound.