registered representative, registered paraplanner, works with investment advisor Brian Kilb and associate Chris Evers
When she was a student at Greenfield High School, Lisa Lewitzke got introduced to financial services through a career exploration program. She worked as a part-time bank teller while still in school. Since then, her head for finance and zeal for customer service have propelled her to advanced positions in investment banking and retirement counseling.
With more than 15 years in financial services, Lisa’s chief focus has been on serving customers. She saw that Landaas & Company shared that value and joined the firm in 2004.
“The unbiased approach here is good because you know you’re doing right by the client,” Lisa says. “The most important thing for me is the ongoing relationship we have with our clients. It’s important that we help people feel safe about their financial situation and that they can trust us.”
Lisa and her husband, Scott, have two sons and a daughter. Lisa volunteers with Make-A-Wish Wisconsin and Children’s Hospital of Wisconsin. Lisa also enjoys running, biking and cooking.