Client Services

Lisa joined our team in December of 2010, bringing with her over 18 years of experience in member service in the banking industry. Lisa’s responsibilities include preparing Veteran Benefits and Medicaid applications. Her strong attention to detail coupled with customer service experience is a great asset to the practice. Lisa is passionate about her family; she enjoys country music, live concerts, yoga, and theater. She and her family attend Lee’s Summit United Methodist Church. In her spare time, you will find Lisa volunteering and attending her children’s school and extracurricular activities. Lisa graduated from UCM with a Bachelor’s Degree in Public Relations.