Lisa plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team’s marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests and is committed to providing a notable client experience while helping advisors do the best job possible.
Before joining our team in September 2022, Lisa was a Senior Branch Office Administrator at Edward Jones. She earned a bachelor’s degree in Management Information Systems from University of Missouri St. Louis.
Lisa lives in Imperial with her husband, Ernie and daughter Lillian. In her free time, Lisa enjoys reading, quilting, and cheering Lilly on in basketball.