For over 20 years, Lisa has been an integral part of the daily activities of Alpha & Omega Financial Services. She joined Ray Poteet's practice while in high school and went on to receive her degree in Personnel Administration from the University of Kansas. Lisa holds a Life and Health Insurance license, is a Registered Paraplanner, and has passed the Series 7 and 63 securities exams.
Lisa and her husband, Brian, are the parents of three beautiful children: Zach, Parker and Talia. Her family is truly the center of her life, and her greatest recreation is spending time with them, going to her children’s sporting events, roller-blading or taking long walks together.
Lisa's colleagues and the clients she has opportunity to work with enjoy her determination, positive attitude and cheerful disposition. Lisa finds her role as Executive Assistant constantly expanding and enjoys the challenges.
Feel free to contact Lisa if you need to discuss issues such as setting up a corporation, corporate minute books, corporate loans and documentation, accounting issues, or any other questions you might have. As the Personal Assistant to Ray Poteet, she is eager to help.
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