Building strong client relationships is an important part of my work history that I’m proud of.
Lisa began her career in the finance industry in 1994. In 2003, Lisa transitioned to a career in wealth management and has since provided clients with all aspects of support and service. In 2024, Lisa brought her skills and expertise to SDWMA. She will serve as a Client Service Specialist to many of our clients, working alongside our advisors to provide efficient and timely assistance with day-to-day requests including opening new accounts, initiating transfers, fulfilling money movement requests and general account maintenance.
Lisa lives in the North Hills with her husband and two dogs, Oliver and Finn. She has two adult children. When she is not working, Lisa loves to travel and spend time with family and friends.
B.S. in Business, Robert Morris University
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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