Lisa Graszl, CFP®, CMFC®

Lisa Graszl, CFP®, CMFC®

Director of Business Operations

As Director of Business Operations , Lisa is responsible for the integration of Pinnacle's financial software applications. She manages the daily merging and maintenance of our clients' internal and external financial data and produces all clients' financial reports. Lisa is a member of the Investment, Wealth Management, & Financial Planning committees. She has a Bachelor of Science degree in Business Administration from the Ohio State University and holds both a Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®) designation.