As Client Service Specialist, Lisa assists our Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients with specified operations support. She is also responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance.
Prior to joining the JFS team, Lisa worked for 12 years at Sharon Regional Physician Services, now Steward Medical Group, where she was responsible for medical coding/billing and office management.
Originally from Hermitage, PA, Lisa now resides in Brookfield, OH with her husband. With family always being her top priority, she is a proud mother and grandmother to three grown children and five grandchildren. In past years, she has been actively involved in animal rescue groups and continues to take part in their fundraising efforts.