Client Service associate
Lisa joined Dodds Wealth Management Group as a Client Service Associate in 2011. She has over 17 years of experience in financial services and began her career in 2001 at a family owned bank in Valparaiso, Indiana where she worked in the Trust Department. She received her bachelor’s degree from Indiana University.
As a Client Service Associate, Lisa is the first voice that many hear when they call Dodds Wealth. Her responsibilities include answering client inquiries and setting up meetings between clients and advisors. Her attention to detail makes her the perfect point person for our system administration and new client paperwork. Lisa keeps our team organized and efficient, while also ensuring our clients’ satisfaction.
Lisa grew up in Indiana, but now calls Evergreen, Colorado, home. She loves exploring the mountains with her husband, Lynn, and her Alaskan Malamute, Ava. And, like many of our clients, every weekend for Lisa includes hiking, biking and running, whether rain or shine.