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Lisa  Drahman

Lisa Drahman

Financial Planning Assistant

Lisa Drahman is our Financial Planning Assistant, in this position, she assists with client requests, processing paperwork and numerous other administrative duties for the team.  Lisa started her career in the industry in 1997, holding various supporting roles including positions as an Operations Manager and Compliance Officer. She has obtained her Series 7, 9, 10, 63, and 65, as well as being licensed in Life and Health Insurance.

Lisa lives in Washington Township with her husband, Dave. Together they are active members of Kettering American Legion Post 598. Lisa has held various officer positions within the American Legion Auxiliary. Lisa hosts a quarterly blood drive with the American Red Cross. In their spare time, they enjoy spending time with family and friends and most of all being home with their dog, Molly.