Get to know Lisa Krasznai
Client Services Manager
Lisa brings a wealth of client service experience after working for nearly three decades in various roles for several financial firms in the St. Louis area.
Before she joined Wheelhouse Advisory Group, Lisa served as client services manager for Duncan Financial Management for five years. Lisa is passionate about building and nurturing strong personal relationships with clients. Her day-to-day activities include assisting current clients with deposits and withdrawals, general service requests and making sure clients know where and how to access their account information.
Her experience, attention to detail and excellent communication skills are an asset in this role.
Lisa graduated from the University of St. Louis Missouri with a Bachelor of Science degree in education. She enjoys spending time with friends and family, traveling and reading.