“Truepoint builds not only wealth, but security and peace of mind for our clients. They feel confident that they are on the right course and that their families will have good guidance from generation to generation.”
As a part of the client operations team, Lisa provides client service support for Truepoint’s wealth advisors. “I love assisting our clients with their financial details so that they can focus on other important parts of their lives. The team approach is one of my favorite things about Truepoint – it’s great to work with such a smart group of professionals.”
A graduate of Xavier University, Lisa holds a bachelor’s degree in psychology.
Outside of work, Lisa enjoys outdoor pursuits such as hiking, biking, kayaking, skiing and travel in all forms.