LPL Financial Advisor
Lisa is a 40 year resident of Morton and considers herself a true “Mortonite.” She worked in the trucking industry for nearly 20 years but after a company merger, she turned to financial services in 2004. She is certified to handle a complete line of investment strategies to address our clients’ needs. Her strong ethical and moral standards will complement our business and strengthen relationships.
Lisa is married to Kevin who was born and raised in Morton and is retired from Aupperle Construction but also owns his own concrete business. Her daughter Melissa lives in Portland, Oregon and her son and daughter-in-law, Adam and Kelli, live in Kansas City, Missouri and have one child, Sophia. Lisa is very active in her church, loves to golf and be outdoors as well as travel to warm winter vacation spots! She serves as a board member for Rebuilding Together-Peoria as well as a member of the Ambassador team for the Morton Chamber of Commerce.