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Financial Advice that Makes the Complex Simple.

About Lisa

As a Client Service Associate, Lisa ensures all client accounts are set up accurately and properly maintained. Her organizational skills and approachable personality are an asset to our team.

A graduate of the University of Nebraska-Lincoln, Lisa has a Psychology degree. When Lisa joined our team, she brought with her 24 years of experience working in the financial services industry.

Outside of the office, you’ll likely find Lisa helping run a production at the Omaha Community Playhouse, where she’s volunteered as a member of the backstage crew for more than 25 years. Lisa is a big fan of live theater and hopes to one day see a show on Broadway.

What’s your favorite food:

Lasagna

Favorite book:

Any book by Dean Koontz

Favorite movie or TV show:

“Schitt’s Creek”

Favorite holiday:

Fourth of July

Something on my bucket list:

Seeing a show on Broadway

Place I’d most like to visit:

Italy