Lisa Lime

Processing & Client Services

Lisa is a member of our Processing and Client Services Teams.   She handles new account processing, client inquiries, and aid with account maintenance.

Lisa has over 25 years of experience in the financial industry. She has experience in banking and spent 20 years working in brokerage client services helping manage the relationships of high-net-worth clients.  She graduated from Cleveland State University with Bachelor of Business Administration majoring in Finance. She earned her Series 7 license in 2007 and the Financial Paraplanner Qualified Professional™ in 2020.

Lisa lives in North Ridgeville with her husband and their two children.  Lisa is looking forward to the next chapter now that the children are in college.  She enjoys cooking, traveling, and spending time with family and friends.