Lisa is a senior client service associate at Octavia Wealth Advisors. She manages the day-to-day aspects of client-advisor relations, establishes new accounts, and helps execute transactions on behalf of clients. She strives to ensure clients have an in-depth awareness of their current portfolio and are in tune with client-advisor next steps. Lisa’s forward thinking helps clients determine the right solutions. Lisa prides herself on providing an exceptional customer experience to all Octavia clients. She is a proud representative of Octavia’s culture of innovation, accountability, and excellence to build life-long partnerships.
Lisa joined Octavia Wealth Advisors in 2020, previously working at Midwest Financial Partners for over 12 years. She specializes in client relations, account management and financial transactions.
On the personal side
Outside of work, Lisa prioritizes spending time with her husband Tom, children, and grandchildren. She loves sports, spending time outdoors and relaxing with a good book.