Lisa joined our team in 2008. Lisa coordinates all client account activities for R. L. Dauterman Wealth Management, including opening new accounts, consolidating existing accounts and processing account withdrawals and contributions. Lisa develops and implements systems for operational procedures and maintains confidential client records. Her exceptional communication skills help to provide clarity and confidence to our clients in an ever-changing industry.
Lisa graduated with honors from BGSU-Firelands and has earned the Series 6 investment registration. She attended Financial Services Assistant Training at Royal Alliance headquarters in New York City in 2014. Lisa lives in Luckey, Ohio, with her husband, Don. Lisa and Don have two children; Erik, a chemical engineer, and Amanda, an oboe performance major at Bowling Green State University.
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