Registered Assistant– Private Client Services (PCS)
Lisa has been with Executive Wealth Management since 2007 as a Registered Client Associate, client relationship manager working with Michael Chechel and is now the Team Lead for our valuable Client Associates. Prior to joining EWM, Lisa worked with Mr. Chechel at Fifth Third Securities for two years. In addition to providing support to Michael and his clients, Lisa also coordinates firm events and meetings, and trains/mentors our Client Associate team.
Lisa received a bachelor’s degree in communications from The University of Michigan in 2003 and when not in the office Lisa enjoys spending time with her husband and three boys. Lisa likes to stay healthy and active, practicing and teaching yoga in her spare time.