As a client service coordinator with our firm, Lisa provides the information to successfully implement financial plans for our clients.
Lisa has extensive experience within the financial industry. Prior to joining Wealth Dimensions, Lisa conducted educational workshops and financial planning classes at local universities, churches, and corporations. She also frequently appeared as a guest on a weekly radio talk show on 55KRC, responding to caller questions about financial planning.
She began her career with a large CPA firm, gaining experience in accounting and auditing. After leading accounting departments for several companies, she progressed into the field of personal finance. Lisa has training in mortgage planning, senior advising, and college planning.
Originally from Cleveland, Lisa moved to Cincinnati to attend the University of Cincinnati. She has a son and a daughter who attend college at The Ohio State University and Ohio University, respectively. Lisa loves to travel and has a passion for good music and good food.