Meet Lisa


Lisa is our team’s Financial Operations Associate. She is an experienced customer service professional with a passion for delivering exceptional support and building positive relationships with clients. With over 20 years of experience in various industries, she is dedicated to fostering customer satisfaction and loyalty. 

Prior to joining Heritage Financial, Lisa worked in a customer service/operations role for a financial institution.  She has a degree in Business Administration and has utilized her degree in all areas of her career, supporting various roles.

Lisa resides in Green Bay and was born and raised there. She has two adult children who live in Oregon.  Lisa likes the Packers and enjoys spending time outdoors hiking, biking and spending time with friends and family.