Lisa has over 20 years of experience in the Financial and Trust industry. She worked as a Financial Advisor Associate for 10 years at M&I Financial Advisors and Johnson Financial Group where she started her career as a Trust Associate. 

Prior to joining Wealth Enhancement Trust Services in 2021, Lisa came from SVA Trust Company, LLC, where she had worked for more than 10 years as a Lead Trust Associate. Lisa has recently been promoted to Associate Trust Officer. Over her many years working with Trust and Estate accounts she has acquired the knowledge and experience to handle all types of Trust and the needs of the beneficiaries.