As an integral part of our team, Lisa serves as one of the first lines of assistance when clients have questions regarding their accounts. She appreciates getting to know our clients, deepening relationships and ultimately helping clients pursue their financial goals. Lisa strives to provide a high-level of service by educating clients on account services and capabilities to meet their individual needs.

Before joining our team in February 2021, Lisa was a branch office administrator at Edward Jones. Previously, Lisa launched and ran her own small business, Sweets & Treats by Lisa. After earning a Bachelor of Science in business administration from Bowling Green State University in 1994, she held a progressive career in human resources for over 10 years. 

Lisa was born and raised in Cuyahoga Falls, Ohio. For over 20 years, she has resided in Loveland, Ohio, where she lives today with her husband, Scott, and two daughters. In her free time, she loves to cook, bake and has a passion for volunteering in our local community. She is actively involved with the Cincinnati Irish Cultural Society, a nonprofit supporting the McGing Irish Dancers. Lisa has also been highly engaged in a parent-teacher organization throughout her daughters’ years in school, where she presided on the board and held various leadership roles.