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As Vice President of Retirement Plan Services, Lisan is responsible for all aspects of the Wealth Management Group's fully bundled qualified plan product. With over a decade of industry experience Lisan has been actively involved in all areas of the retirement arena; including relationship management, compliance testing, document analysis, plan design consulting and sales. Lisan is passionate about the retirement industry and believes that the design on the plan is critical in ensuring employer and employee satisfaction. This consultative approach was leveraged by other organizations such as Metlife in Denver and New York City, Fidelity Investments in Kentucky and Fifth Third Bank in Cincinnati. Lisan received her Bachelor of Science in Economics from Texas A&M University in 1991 and her Master of Business Administration from Drake University in 1992. She holds her Series 6 and 63 Securities Licenses. | 