Lisa joined the firm in 2017 and is responsible for the sales and marketing efforts in the Illinois municipal space. She has experience working with K-12 school districts, cities, villages, counties, special districts, insurance cooperatives, and other public authorities on their overall investment needs. In her current capacity, she works closely with clients to develop and implement prudent investment strategies for short, intermediate, and long-term funds, reviews and develops investment policies, and provides economic updates. Lisa is an active member of numerous financial associations presenting and moderating at various conferences and events. She received her MBA with a certificate in Finance from Northern Illinois University and holds Series 7, 63 and 50 securities licenses.