Lisa A. O’Connell, CTFA, CFP®

Lisa is responsible for serving clients as well as contributing to the company’s client service initiatives, specifically in our Atlanta office. A native of Kansas City, Lisa began her career as a Certified Public Accountant with Deloitte & Touche where she participated in an international work program in Sydney, Australia. She then joined Sprint Corporation as a manager in corporate finance and after graduate school Abbott Laboratories as a member of their Management Development Program. Lisa also worked as a consultant to large pharmaceutical companies in the area of market research.

Lisa graduated magna cum laude from Kansas State University where she received a Bachelor of Science majoring in Business Administration – Accounting and Finance. She also received a Master of Management with concentrations in marketing and organizational behavior from the J.L. Kellogg Graduate School of Management at Northwestern University.  Lisa holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Certified Trust Financial Analyst designation awarded by the American Bankers Association.