Lisa Inman

Lisa Inman

Account Administrator

Phone: 248-553-4500
Fax: 248-553-4600
E-mail:

Lisa has been in the financial services industry since 1990.  She has a strong background in retirement plan services as well as wealth management.  She is the point of contact for clients and is responsible for making sure their unique needs are met in a timely manner.  Lisa works as a conduit between clients and specialists to help ensure the proper implementation of investment plans.  She handles both administrative and operational functions, and is the key contact in scheduling.

Lisa enjoys spending time with her daughter.