As part of the service team, Lisa assists in meeting client needs in a timely manner. Lisa works as a conduit between clients and advisors to handle administrative functions for Synergy’s accounts. Beginning her career in the financial services industry in 1983, she has a background in retirement plan services and insurance administration. She attended Western Michigan University and the University of Michigan.
Lisa and her daughter, Ashley, live in Berkley, Michigan along with their cat, Buddy. She is passionate about the outdoors, from gardening to hiking and biking to taking frequent weekend trips up north with her family and friends. She enjoys yoga, cooking and being an involved member of her small-town community. Lisa hopes to one day travel the world.