Lisa is dedicated to helping us provide a quality and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
She assists clients with all things related to their accounts, including answering questions and processing account updates.
Lisa plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients.
Before joining Burkhart Wealth & Retirement, Lisa was a senior branch office administrator at Edward Jones and previously a bookkeeper at First Financial Bank. She attended Vincennes University.
Lisa was born, raised, and resides in Sullivan, Indiana, with her husband Rick and their daughter Laura. She is Mom of four to Brett (Jessica), Zachary (Hallie), Isaac (Gracie), and Laura, and is Nana of five. When not in the office, Lisa enjoys gardening, hiking, camping, reading and spending time with her family.
Raymond James is not affiliated with the above organizations and/or charitable causes.
