Client Service Associate
Lisa began her career in 2002 working in Managed Accounts for Dreher & Associates which then merged in 2003 with Waterstone Financial Group. After working in Human Resources for 10 years in Seattle, Lisa moved back to the Chicago area in 2014, returning to the financial services industry. Lisa works for our strategic partner, Highpoint Advisor Group, and serves in the role of virtual operations support as part of their firm wide program. She is working towards her FINRA Series 7 Registration through LPL Financial.