Meet Lisa
Lisa is a Relationship Manager based in Westerville, Ohio. She joined Mercer Advisors in 2020 through the acquisition of First Ohio Planning, LLC, where she served as Director of Client Service for 28 years. Lisa is motivated by being a dependable resource for clients and helping resolve issues so they can move forward with confidence. Lisa has completed law coursework at Columbus State Community College and holds the Financial Paraplanner Qualified Professional™ designation.
Her working style
Lisa is known for her responsiveness, attentive listening, and ability to resolve client requests with care and efficiency. She keeps clients informed throughout the process with clear, consistent communication, and approaches every interaction with patience and understanding.
Lisa in real life
What keeps you busy outside of work?
Most of my free time is spent with my husband, our two standard poodles, and extended family. We love visiting nearby towns and parks and exploring unique restaurants and shops.
What makes you tick?
I am an artist and gravitate towards needle felting and watercolors. I am fortunate to have my own art studio to create and experiment in.
Any words you try to live by?
My father instilled in me to “kill ‘em with kindness.” It’s been very important to me in all aspects of my life. Simple acts of kindness in today’s world can mean so much to many and require little effort.
Lisa ’s snapshots
Meet Lisa ’s Teammates
James S. Ryan
Sr. Wealth Advisor
What Lisa Says
Jim is an exceptional leader who consistently leads by example. He is always available to present innovative ideas and expertly navigate complex client situations. By always putting the client first, he sets a high standard for the team, while serving as an invaluable mentor and sounding board for colleagues.
Carrie Dlamini
Client Service Specialist
What Lisa Says
Carrie’s attention to detail is impeccable. She is incredibly organized and efficient, which has been invaluable in keeping our client communications streamlined and professional. Beyond her sharp execution, Carrie brings an inspiring positive attitude and a stellar work ethic to the team every single day. She is an absolute asset to our organization!
Jeff Smith
Wealth Advisor
What Lisa Says
Jeff is one of the most genuinely kind and caring professionals I have had the pleasure of working with. He brings these attributes to work every single day, helping ensure our clients always feel valued, supported, and heard. Jeff’s empathetic approach to client relations sets a fantastic standard for our team.
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