ABOUT Lisa
Lisa joined OakCrest in 2024, contributing over 10 years of experience in the Financial Industry, focusing on client relations. Her role at Oakcrest is to elevate the client experience, providing the support needed to navigate their financial journey seamlessly.
Outside of work, Lisa, a mother of two, takes pleasure in cooking and exploring food hacks for healthier options. One of her preferred tricks involves substituting Greek yogurt for sour cream.

FAVORITE HOBBIES
Cooking and exploring food hacks for healthier options
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GET IN TOUCH:
Oakbrook
17W220 22nd St, Suite 300
Oakbrook Terrace, IL 60181
(312) 525-8793
Arlington Heights
3255 N. Arlington Heights Rd, Suite 503
Arlington Heights, IL 60004
(847) 670-0879