Having earned a bachelor’s degree in business administration and worked as a bookkeeper, Lisa has always had an interest in the financial and business fields. When the opportunity to join Fyra Capital Management came up, she jumped at the chance.
In her role as Client Service Specialist, Lisa is responsible for providing exceptional customer service to clients. She assists with generating and processing brokerage and annuity paperwork for clients, creating financial binders for clients to maintain their financial records and event planning for FYRA.
Lisa and her husband, Michael, live in O’Fallon, Missouri, with their children, Alexander and Zachary. In her free time, Lisa loves reading, playing volleyball, volunteer work and hanging out with family and friends.