As Director of Operations at Waukesha State Bank Wealth Management, Lisa is charged with the financial analysis, reporting, and strategic planning for the department. She oversees the internal operations department and manages the relationship with our back office, FIS Wealth Outsourcing, maintains compliance records, and serves as the primary point of contact for auditors and regulators. In addition, Lisa monitors and maintains all of Wealth Management’s licenses, permits and contract renewals, and serves as the project manager for various department initiatives.
Prior to joining Waukesha State Bank Wealth Management in 2016, Lisa managed the office of a local boutique financial planning firm for nearly ten years.
Lisa is a Certified Public Accountant (CPA), and a Certified Fiduciary and Investment Risk Specialist®. She earned her B.S. in business with majors in accounting and finance from the Curtis L. Carlson School of Management at the University of Minnesota. In 2017, Lisa was honored with Waukesha State Bank’s Golden Eagle Award – the highest employee recognition.
Lisa is the Communications Chair of the Trust User’s Group (TUG). She facilitates the monthly Hodgepodge member idea sharing calls, compiles TUG’s quarterly newsletter, participates in board meetings, and helps host TUG’s semi-annual conferences.