Lisa is a Senior Client Service Associate at Trueblood Wealth Management. She provides essential administrative support to Financial Advisors and ensures that clients have a positive experience every step of the way. Her friendly demeanor shines through as she answers phone calls and warmly greets clients, making them feel valued and at ease.

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Lisa graduated with a Bachelor's degree in Business Administration from the Ohio State University. She began her career in marketing and then turned her focus to raising her three sons and managing a household. She reentered the workforce in healthcare administration, and with her diverse background, she brings a wealth of knowledge and expertise in wealth and retirement savings to her role.

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​Outside of her professional life, Lisa enjoys hiking, golfing, gardening, and passionately supporting Ohio State Football. Additionally, she cherishes the opportunity to travel, connect with her large family, and build lasting memories. Lisa's roots trace back to Centerville, Ohio, but she now lives in the countryside north of Lima, OH. She's engaged to Bill and takes pride in her role as a mother to her accomplished sons, John, Charlie, and Joey, each excelling in their respective careers.