Appreciated for her initiative and organizational skills, Lisa keeps our clients’ information updated, and assists them in setting up online access to their accounts. She particularly enjoys interacting with our clients and paying attention to what is going on in their lives.
With a background in human resources, payroll and technology, Lisa joined Koss Financial Group in 2004. She is an important member of our client services team, working with the home office to stay up-to-date with compliance operational issues.
Lisa lives in Selinsgrove with her husband Dale. She enjoys spending time with her family, including her three children—Brianna, Brett and Jake; and loves to travel.