Client Service Associate / firstname.lastname@example.org
Lisa provides administrative support and client service to the financial advisors in our DBR & CO’s Great Lakes Region. With more than 20 years of experience in the investment and insurance industries, Lisa has extensive experience servicing retirement plans and wealth management clients.
Prior to joining DBR & CO, Lisa was a Senior Financial Service Assistant with Rehmann Financial. Lisa’s experience also includes time as an Executive Assistant with King Insurance Agency where she was responsible for customer service and the marketing efforts of the agency.