Lisa Dantzer

Client Service Associate ldantzer@dbroot.com

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.

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Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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