About


Lisa works collaboratively with clients to establish wealth management strategies designed to achieve their financial goals. She enjoys servicing clients’ needs and helping clients during different stages of their lives. Prior to joining Wealth Enhancement Group, Lisa worked as a financial advisor for a Madison-based financial institution. In her free time, Lisa enjoys spending time with family, road biking and hiking. She is married and lives in Middleton, WI. Lisa is a Board Member with Journey Mental Health Center.


Education

  • BBA, University of Wisconsin - Oshkosh, MBA, University of Wisconsin - Whitewater

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