Lisa Loeffel
Client Service Associate
Lisa began her career in financial services in 2018, after finding her true passion in assisting others in leading happy, healthy, and financially secure lives. Prior to joining the firm, Lisa was a luxury marketing and brand maven for 20 years.
Lisa prides herself on helping others and appreciates the peace of mind that comes with financial fitness. In her free time, you can find her golfing, volunteering for children’s cancer organizations, and rooting for the NY Giants.
Lisa works closely with Matt Terzian, Mark Opila, Nate Thomsen
