Lisa Milan

Client Relationship Manager

Lisa has been in the financial industry for over 15 years. Originally hired as an Administrative Assistant, she took on increasing responsibilities leading to her current position as Client Relationship Manager.

Lisa takes great pride in ensuring efficient, accurate and friendly service for our clients. She strives to build trust and strong long-lasting relationships with them. Her role is to ensure that we provide the best possible client service experience.

Outside from work she enjoys time with her husband, family, friends and dog Diesel at the family recreational property at Green Lake. It’s a little piece a relaxation away from the city.