Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Lisa is an Associate based in the Chicago office where she is a member of the Corporate Services team.
Prior to joining Cerity Partners, Lisa worked at Meritor as a Financial Analyst in the Emerging Leadership and Development Rotational Program. In this role, she was a part of the North American truck team which was responsible for roughly 60% of the company’s revenue.
Lisa is currently pursuing her MBA with a concentration in Finance and Data Analytics from Central Michigan.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
Partner & Head of Portfolio Management
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