facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

OUR TEAM

LISA GROSSKOPF

CLIENT SERVICES MANAGER

lgrosskopf@conceptualadvisors.com

Lisa joined Conceptual Financial Advisors in February, 2016 as a Client Services Assistant.  She has an extensive background in financial services, having worked in various roles with two local banks.  Lisa is our client's first point of contact and assists our clients with various administrative functions, such as scheduling appointments, processing distributions, gathering information or helping you with various questions.  Lisa lives in Appleton and enjoys camping and socializing with her family and friends. 

Check the background of these or any investment professionals on FINRA's BrokerCheck