TITLE: CLIENT SERVICES & OPERATIONS ASSISTANT
Lisa is the first friendly face you will meet at Asset Strategies!
Lisa has worked for Asset Strategies, Inc. since 2011. She began on a very part-time basis, gradually adding more hours to her work week, and now she is a full-time member of the Asset Strategies team. As Operations Assistant, Lisa is the first person you will meet when you come to, or call our office. She schedules client appointments, assists clients with account requests and maintenance, directs client inquiries, and supports the Asset Management, Financial Planning, and Tax Departments. Lisa acts as a liaison between our clients and our team. She is happy to get you in touch with the right person to answer your question. She also helps coordinate, organize, and maintain our filing system for tax documents. Lisa loves that she gets to work a little bit with everyone!
WHEN NOT WORKING …
Lisa lives in the Litchfield Hills of New Hartford. Being outdoors is what makes her happy. Walking, hiking, gardening, and kayaking are what fills her soul. And if the family joins…pure bliss. Lisa looks forward to traveling to The Berkshires for the annual outdoor dance festival at Jacobs Pillow. Anna Maria Island and Block Island are her favorite vacation spots – especially because she can walk or ride a bicycle anywhere. Lisa also loves Yoga and earned a 200 hour Yoga Certification. The Yoga training comes in handy during tax season!