Biography
A member of Accredited’s client services group, Lisa is responsible for supporting the Wealth Management team with scheduling, documentation, data management, and various administrative components of client service.
Prior to joining Accredited, Lisa worked in support roles at a number of local companies across multiple industries.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Lake Forest College – B.A. Business and Communications
How do you spend your life wisely?
I'm competitive and like to make goals or challenges for myself to work towards, like learning a new skill, training for a race, baking a new recipe or trying a new hobby. These keep me focused and help reduce the amount of time I would otherwise waste scrolling on my phone or watching a TV show I don’t actually like. These are the times when I feel I’m spending my life wisely.
“Love challenges, be intrigued by mistakes, enjoy effort and keep on learning. ”
Carol Dweck
