Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
Lisa Lockett
Retirement Plan Service Manager
QKA®, QKS®
As a Client Service Manager on the Finerty Retirement Team, Lisa Lockett primarily works with group retirement plan businesses. In this role, she is responsible for assisting plan advisors on client reviews, as well as providing clients and plan participants with world class service.
Prior to joining Moneta in August of 2021, Lisa worked for a small Third-Party Administrator for ten years.
Lisa holds a Qualified 401(k) Administrator (QKA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA). She also has a B.S. in Management.
Away from the office, Lisa loves to spend time with her two grown daughters and her grandchildren. Her favorite things to do are exploring all St. Louis has to offer, whether it is enjoying an outside concert, going to the St. Louis Zoo, visiting the museums, or hiking through the beautiful trails.
- Qualified 401(k) Administrator (QKA® )
- Qualified 401(k) Specialist (QKS®)
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