Lisa graduated in 1989 with her Bachelors of Science Degree. She went on to earn her Juris Doctor Degree in 1992. Lisa was subsequently employed by the Cook County State's Attorney's Office for 8 years where she worked as a Prosecutor. During her years in civil service, she developed strong organizational skills, experience in problem solving, case management and public relations. After putting her career on hold to raise her three children, Lisa is excited to use her various skills as our Vice President of Client Service to better serve our clients' needs.
Lisa has the important role of ensuring that our clients meet with the advisors on a regular basis. When our clients would like or speak to Chad or Troy, Lisa will make that happen. In addition, to organizing client communication with our advisors, Lisa also assists in providing educational opportunities for our clients and the public. We strive to provide a full-service concierge experience for our clients and Lisa is an integral part of that process.
When she is not assisting our clients, Lisa enjoys fitness, travel, volunteering at her children's schools and activities, as well as, boating with her husband Paul and her children Brian, Mia and Jason.