As a Senior Client Service Manager for the Duff Torney Team at Moneta, Lisa Patton strives to deliver “Raving Fan Service” by creating strong relationships with individuals and families. Serving as her clients’ first point of contact for their financial needs is a tremendous responsibility she approaches with the highest regard, whether it’s a simple or more complicated issue. Lisa finds great joy when she can “hear the smile in their voice” because she knows she provided an exceptional experience for that client.
Lisa joined the Duff Torney Team at Moneta in 2003 after gaining more than a decade of valuable industry experience as a Para-Professional at PricewaterhouseCoopers and Arthur Anderson, as a Trust Tax Specialist at A.G. Edwards Trust Co. and as a Trust and Estate Paralegal at Husch & Eppenberger.
Lisa earned her B.S. in Business Administration with an emphasis in Finance at Southern Illinois University in Edwardsville.
Lisa enjoys being outdoors and active with her husband, two children and dog. Their favorite summer spot is the Lake of the Ozarks.
- B.S., Business Administration, Southern Illinois University—Edwardsville
