Financial Administrator, Paralegal
Lisa is GEN Financial Management’s office manager. She is responsible for providing our clients with outstanding service and keeping our office running smoothly. She is the primary contact for financial advisor meetings, requests for money transfers, account balance inquiries and other account maintenance needs. Lisa completed her associates degree as a paralegal in 2008 and is instrumental in helping you implement your family’s estate plan.
Lisa lives in Independence and enjoys spending time with her family, especially her new granddaughter, riding horses and agility training with her rescue dog.