Lisa is a Wealth Services Manager at the Creve Coeur office, supporting Senior Wealth Advisors: Steve Grigone, Michael Brown, and Meghan Abeln.
Although she holds a Bachelor of Science in Nursing degree – she took time to raise her four children and then resumed work out of the home by breaking into the financial services industry as a non-registered sales assistant for a small firm in St. Albans, Missouri.
Most recently, Lisa worked as a Registered Executive Administrative Assistant with a firm in St. Louis, Missouri – where she wore many hats, including all aspects of client operations as well as day-to-day business operations. With over 15 years in the industry, she places the highest value on long-term client relations – encompassing all areas of the client’s life.
Although raised in Springfield, Illinois – Lisa has called St. Louis home since 1995, currently residing in Wildwood where she spends her free time on the trails – biking and running, and more importantly – helping to raise her grandbaby, Riley. Her beloved dog Finn and cat Mike cannot go with mention!
