Lisa joined Puzzle Wealth Solutions as a Business Development professional in October of 2023.
Married to David, Puzzle's President, for 14 years, and a proud mother of two boys, she brings a wealth of experience in sales, marketing, and client relations.
Lisa has a Bachelor of Science from Illinois State University. Her professional career began at Morton's The Steakhouse and evolved through roles in staffing/recruitment, culminating in the founding of her own company, Direct Hire Solutions, Inc.
Lisa is passionate about learning when it comes to the world of finance. She carries a ton of energy when it comes to welcoming potential new clients to Puzzle.