Lisa Mead
Client Support Manager

Lisa is a core member of the team who utilizes her extensive experience in the financial services industry, her attention to detail, and her dependable nature to provide quality service to our clients. She brings a level of accountability that has allowed her to become a trusted source in helping our clients’ meet their financial needs.    

Lisa greatly assists our financial advisor by preparing reports, processing documents and handling account updates. She provides her expertise to accomplish many essential administrative duties. Genuine and detail-oriented, her goal is to always make working with us easy and effortless. 

Before joining our team in July 2022, Lisa acquired 26 years of experience in the financial services industry, including 20 years as a senior branch office administrator with Edward Jones and six years with U.S. Bank. She holds a bachelor’s degree from Murray State University in public relations. 

Originally from Rockford, Illinois, Lisa lives in Paducah with her husband, Joaquin. In her free time, Lisa enjoys traveling, reading, dancing and taking care of her “fur babies.”