Lisa J. Miller

Manager of Operations



Lisa is committed to establishing and maintaining strong client relationships and providing exceptional service. She began her financial career with First Ohio Planning over 30 years ago as director, client services and office management, bringing with her a wealth of knowledge in client service. At Mercer Advisors, Lisa is a Financial Paraplanner Qualified Professional™ (FPQP™) through The College of Financial Planning. She also has taken law classes at Capital University and Columbus State Community College. Lisa has spent time volunteering with Delta Society in their Pet Partners program at Riverside Hospital and with The Liberty Train and Rescue, a volunteer organization dedicated to rescuing, transporting and re-homing animals in need.


600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43082

Visit Office

Ready to learn more?