Lisa Marek

Lisa Marek

Client Services & Operations Associate
Lisa Marek, Client Services & Operations Associate, works with the portfolio management team to ensure that all clients receive outstanding customer service. Lisa coordinates the client onboarding process, maintains the integrity of the customer relationship management (CRM) system and portfolio reporting platform, manages client requests and facilitates preparation of client correspondence. She brings over two decades of retirement plans experience and credibility in client service. Her wealth of knowledge is a key part to fostering a strong client experience.


Community Outreach

  • Warren County United Way -Past Board Member
  • Adopt a Class Volunteer
  • Alumni Admissions Representative – The College of Wooster
  • Class President – The College of Wooster



  • The University of Dayton - Masters of Business Administration
  • The College of Wooster - Bachelor of Arts
  • Fellow, Life Management Institute Certification
  • Fellow, Financial Services Institute Certification