Client Service Associate
Lisa began her career in 2002 at Dreher & Associates who then merged in 2003 with Waterstone Financial Group working in Managed Accounts. In 2004 Lisa moved to Seattle working in the Human Resources Department for 10 years, Lisa recently moved back to the Chicago area in 2014 returning back to the financial industry.
Lisa is now in the role of virtual operations support as part of a firm wide program offer and working towards her FINRA Series 7 Registration through LPL Financial.
During her free time, Lisa enjoys spending time with her husband, her dog Hailey hiking and spending time with family and friends.