Lisa Patton

lpatton@monetagroup.com
(314) 244-3321
Lisa Patton has been helping Moneta clients and team members solve and administrate the journeys and challenges of financial plans for over seventeen years. Lisa is the operations manager on the Duff Team and a senior client service manager. A go-to resource for complex administrative matters, Lisa enjoys the challenges of helping clients with stock options, creating and funding multiple inheritance accounts, recreating cost basis, and other demanding tasks. Lisa leverages her leadership skills and experience by training and mentoring the other client service managers on the team. She also serves on the firm's Risk/Governance committee.

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