“I was drawn to Marshall Financial by the culture: It’s very positive, personable, and family friendly.”
Lisa’s Role at Marshall Financial
Lisa joined the firm as office coordinator after a long career in the automotive industry, and she’s found the switch to financial services to be a welcome challenge. “It’s a completely different world and an important part of everyone’s life,” she says. Her strong background in customer service made her transition to Client Care Specialist a smooth one.
Whether it’s helping a client move funds, open a new account, or simply lending an ear, Lisa makes sure she is available for her clients. While she’s met most of the firm’s clients through scheduling meetings as office coordinator, she’s been enjoying getting to know clients better as a member of their planning team. “It’s been rewarding to learn more about and work more closely with the same people I had been contacting for scheduling needs.”
Get to Know Lisa
Lisa likes that her job touches the entire Marshall team, as well as our clients. “I’ve always been involved in customer service in some way and working with people has always been part of my job,” she says. “It’s what I really enjoy.” It’s a role that combines two of her key strengths: exceptional organizational skills and the creativity to solve problems and get things done.
If you’ve ever envied those people on HGTV who whip up DIY house projects with ease, then you might envy Lisa. She and her husband have done it all—building custom mirror frames, making floating shelves for their kitchen, and tackling lots of other home updates. “I used to watch DIY TV shows before we bought our house; now I get my ideas from Pinterest,” she says.
With Marshall Financial since 2020
In financial services since 2020