With over 30 years of experience in both banking and brokerage firms, Lisa is an expert at keeping the office running efficiently. As a Senior Client Associate, Lisa assists Financial Advisors and their clients in navigating the day-to-day operations. As Training Manager, Lisa enjoys training and collaborating with other Client Associates across the firm. She has always enjoyed interacting with others, and finds helping Client Associates, Financial Advisors, and their clients extremely rewarding.
Lisa lives in Dieterich, Illinois, with her husband, Phil. They love going camping with their two sons and four grandchildren. She serves on various church committees and has been a youth leader in their parish for eight years. Lisa loves traveling to National Parks and away games for the St. Louis Cardinals in her free time.