By far, the most fulfilling part of Lisa's job is her clients. She has created a long history with select families – it's the smile when they see her face or excitement in their voice when she calls that reminds her why exceptional client service is such a priority. Being invested in the lives of her clients means appreciating their successes and challenges – it's quite personal that clients rely on Lisa for their financial needs.
Before joining Moneta, Lisa worked at Price Waterhouse, Arthur Anderson, AG Edwards, and Husch Blackwell in a variety of operational roles. She graduated from Sothern Illinois University with a degree in business administration and an emphasis in finance.
Outside of the office, Lisa spends her free time with her husband Steve, two children (Garret and Alaina), and their dog Cabo – you will usually find her at the lake surrounded by close friends and family.
- B.S., Business Administration, Southern Illinois University—Edwardsville