Lisa Schleicher

As the Manager of Client Service, Lisa leads a team of administrative professionals to deliver high-touch service from client onboarding through their entire financial journey. She oversees departmental training, technology systems, and operational efficiency while collaborating across the firm as a key liaison between advisors, operations, and compliance. She also partners with leadership on strategic firm projects.

Lisa resides in Pine Township with her husband, daughter and their dog, Zoe (a Maltipoo). She enjoys pickleball, reading and photography.