Lisa holds an extensive background in customer service and will proudly provide a warm first impression upon your arrival to Strategic Wealth Partners. As Executive Administrator, Lisa contributes quality administrative support, in addition to acting as the communication liaison between clients and advisors. She coordinates and maintains daily correspondence and document management.
As a graduate from Cleveland State University, Lisa earned her B.A. in Journalism and Promotional Communication, with a concentration in Advertising. Her interest in healthcare encouraged her to return to school where she earned her Practical Nurse license. Prior to joining the SWP team, Lisa’s diverse background includes marketing and finance at Bank of America, bartending, and nursing.
Lisa lives by the financial philosophy that it doesn’t always matter how much you earn, it’s more about how much you save that can make a beneficial impact on your future lifestyle. In her free time, the Olmsted Falls resident enjoys bartending, cooking, traveling, and spending time with friends and family.