Lisa has been an integral part of Pinnacle since 2006 after completing her degree in Business Administration, majoring in Accounting, from The Ohio State University. She holds both the CERTIFIED FINANCIAL PLANNER® and Chartered Mutual Fund Counselor (CMFC®) designations. As Chief Technology Officer, Lisa is responsible for overseeing Pinnacle’s technology platforms and digital infrastructure that support client service, data integrity, and firmwide operations. She works closely with leadership and internal teams to ensure systems are integrated, secure, and aligned with the firm’s long-term strategy.

Outside of the office, Lisa enjoys traveling with her husband, spending time with family and friends, and getting decorating ideas from HGTV. She has two sons, Tommie and Daniel, a daughter-in-law, Kaitlyn, a precious granddaughter, Everlee, and two crazy bulldogs, Winston and Nash.