A close-knit
team committed to serving you

Committed to putting the best interest of our clients first, Lisa works diligently to help ensure that their needs are met and that their expectations are exceeded. Responsible, organized and extremely friendly, Lisa has a sincere desire to help people achieve their goals and serves as a readily accessible resource for their questions and requests.

Lisa helps ensure that all office procedures and systems are running smoothly and efficiently, and helps with everything from investment research to attending company events and organizing travel.

Lisa traveled extensively as a young adult, ventured to many places and met many different people. She feels that this experience has given her the outlook and personality to converse and identify with people from all walks of life.

Lisa joined our team in 2012. She was previously an executive assistant at Alliance Wealth Management, and an executive assistant and office manager at Investment Concepts in Milwaukee for nearly nine years.

She also worked as a client coordinator with Watermark Financial Group in Appleton, a fashion stylist for Fred Boutique in Milwaukee, an office manager/administration for Environmental Assessments in Appleton, and an administrative assistant/receptionist at CT Films in Scunthorpe, England. Lisa also currently works part time as a voiceover actor.

Lisa attended Fox Valley Technical College in Wisconsin, where she was a member of Phi Theta Kappa. She earned an associate’s degree in business administration from Calcot Business College in Scunthorpe, England, and a certificate in design and textiles from Grimsby Art School in England.

Originally from Scunthorpe, England (Lincolnshire), Lisa lives in Milwaukee with her fiancé, Brad, and daughter, Calliya-Mae. In her free time, Lisa enjoys biking, being outdoors, yoga, socializing with friends and traveling with family. As an active member of Special Spaces, she uses her design skills to help the nonprofit create dream bedrooms for children with life-challenging illnesses. She is also an active parent at Whitefish Bay High School and in the community.

Client Travels
I am motivated
by a sincere desire to help people achieve their goals.
Lisa Sheridan