As a part of the client operations team, Lisa provides client service support for Truepoint’s advisors. “I love assisting our clients with their financial details. The team approach is one of my favorite things about Truepoint – it’s great to work with such a smart group of professionals.”
A graduate of Xavier University, Lisa holds a bachelor’s degree in psychology.
Outside of work, Lisa enjoys outdoor pursuits such as hiking, biking, kayaking, skiing and travel in all forms.