Lisa Minchau
Administrative Assistant
I have worked as an Administrative Assistant for Wealth Strategies for over 11 years and have over 20 years of experience in human resources.
Some of my responsibilities include processing paperwork, maintaining client records, servicing client requests, scheduling appointments, and answering phones, along with creating marketing materials and coordinating events and educational seminars behind the scenes. Together, it all helps keep the office running smoothly.
I am motivated by a strong desire to truly help our clients and provide them with the answers and assistance they need. I believe the greatest value I offer clients is my ability to listen, and I look forward to getting to know each client on a more personal level.
When I am not busy at work, I enjoy working in the yard, playing piano, spending time with family and good friends, volunteering, and taking care of our rescue animals.