Lisa worked in the accounting department of two companies in Indianapolis for over 15 years before staying home to raise two sons. While home, she worked part-time as a bookkeeper for several small companies, including her husband’s home-based graphic design firm.

Lisa was hired in August of 2010 as CBG’s full-time office manager and worked extensively with Roy Bodinus in Investment Ops. Due to continuous growth at CBG over the years, there was a need for a team member to be dedicated to Investment Ops administration full-time. Lisa is now CBG’s Investment Operations Specialist. In any downtime, she helps out in the accounting department. She prides herself in her willingness to provide the best customer service possible, whether for clients or co-workers so they can do the same.

Lisa enjoys spending time with family and friends, exercise, and various volunteer activities.