Lisa L. Micklevitz

Lisa is the first voice you hear when you call the office. As a Wealth Manager Assistant she is well versed in maneuvering through forms and tracking down answers to account related questions. Lisa is registered having passed her Series 7 and Series 66 exams, held with LPL Financial, and she has her life and health insurance licenses as well.

Most importantly, Lisa is committed to using her training and experience to help every client Act Towards Success.

Here are some interesting facts about Lisa:

• Began working with Joe in 2000. That's two decades and still counting!
• Has been married to her husband Ryan for 20 years and counting.
• Proud Parent to her daughter Rylee. Currently a RN in Cedar Rapids, IA.
• Is our sports fan—Cubs, Blackhawks, Packers, Bulls, Soccer, NASCAR,Indy, F1 and more.
• Has lived in Hebron (home of the ‘52 State Basketball Champs) all but 3 years of her life.
• Loves reading history, suspense, and even finance books.
• Was named to the WFA Diamond Club in 2011 for outstanding client service.