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 complement our business and strengthen our relationships. Lisa loves serving with women, whether still working, in retirement, single, widowed or divorced. Lisa is married to Kevin who was born and raised in Morton and is retired. Her daughter Melissa and Mike live in Portland, Oregon. Her son and daughter-in-law, Adam and Kelli, live in Morton and have Lisa’s two granddaughters, Sophia and Selah. Lisa finds great joy in being a grandma, 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 and Project Selection Chairwoman for Rebuilding Together-Peoria and is a member of the Board of Directors for the Morton Chamber of Commerce. Lisa is a true believer in volunteerism and loves helping where needed.