Executive Administrative Assistant
Lisa began her career immediately after graduating from Pulaski High school at Northwestern Mutual where she worked for over 10 years dividing her time between working in the Audit department and Sales Reporting and Honors department. After her marriage and growing family, Lisa decided to stay home and raise her 3 children. Alyssa graduated from Alverno College in the Winter of 2019, with her bachelor's degree in Kinesiology, and is currently enrolled in the Physical Therapist Assistant program at Herzing University. Alyssa is busy planning her upcoming wedding in September 2023. Alexander graduated from Butler University in Indianapolis, IN with a bachelor’s degree in Accounting in 2022, and is now working on his Master’s in Accountancy at the University of Wisconsin - Madison. Abigail is a sophomore at Carroll University and is working on her bachelor’s in Psychology & Management Leadership with an emphasis in Pre-Occupational Therapy. All three of her children are actively involved in sports, which is where Lisa spends the majority of her free time. She is their number one fan.
To fill her time, over the past 10 years, in conjunction with raising her children, Lisa committed to many roles at Saint Matthew School in Oak Creek. Her duties at St. Matthew’s allowed her to continue to support her family as they grew up, but gave Lisa the much needed satisfaction of helping others. For over 8 years Lisa worked in the 4K program at Saint Matthews as the classroom assistant and is grateful everyday for the love and support provided by the children, staff and community of the school and parish through teaching.
In November of 2014, Lisa joined DBHW Wealth Partners. Lisa's primary job duties include assisting DB Tax & Wealth Owner, Lisa Pugel. Lisa's role at the firm is unique due to her willingness to help out with numerous tasks on a daily basis. Customer care, staff support, filing, managing QuickBooks files, data entry, scheduling and various duties requiring exceptional organizational skills and creativity. Lisa enjoys the flexibility her job brings and is excited to continue to learn more as the firm grows.