Lisa joined the Mackey Advisors team in November of 2013 as Mackey McNeill’s executive and sales assistant. In the fall of 2014 Lisa was promoted to Client Experience Manager, and it is a great fit with her natural customer service skills.  She moved to Bellevue, Kentucky in May of 2003 and has made herself part of the community by working for and supporting local businesses. Most days Lisa can be found at the front desk greeting clients, supporting her fellow team members and keeping all Mackey Advisors records in order. She is a joy to work with and we are so glad she part of our team.

 

 

 


Q&A with Lisa

 

Do you have any pets?

“No pets… I am however Aunt Lisa to friends’ dogs.”

 

What is your favorite food?

“Mexican… I love to cook Mexican food at home. I could also eat at El Rio Grande every day!”

 

Do you have a hidden talent?

“I play piano. Shhh… don’t tell anyone, it’s a hidden talent!”

 

What is your dream vacation?

“Two months in Australia and New Zealand.”

 

What has been your biggest personal “epiphany” about money?

“I have never really been great with money, but the older I get I am learning to have a respectable relationship with money. I am still working hard on that relationship?”

 

Why do you like working with Mackey Advisors?

“This is a whole new career path for me, so I am learning something new everyday. Everyone has been very helpful. What a great team!”

 

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