“Truepoint seeks to build not only wealth, but also 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.”
Lisa handles the many details of clients’ financial lives so that they have more time to focus on their professional and personal endeavors. She is proud of maintaining a high level of efficiency and responsiveness, and she loves the challenge to always exceed clients’ expectations. Lisa embraces Truepoint’s team culture and thrives in an environment built on collaboration and the common goal to serve.
In her free time, Lisa loves spending time outdoors, especially hiking, biking, kayaking, skiing, and travel.
Specialties: client service, custodial relationships, financial transactions