Our Team

Lisa Mahaffa

Client Service Associate

Lisa began her career in 2002 at Dreher & Associates who then merged in 2003 with Waterstone Financial Group working in Managed Accounts.

In 2004 Lisa moved to Seattle working in the Human Resources Department for 10 years, Lisa recently moved back to the Chicago area in 2014 returning back to the financial industry.
Lisa is now in the role of virtual operations support as part of a firm wide program offer and she also likes finding ways to enhance her education and experience.

During her free time, Lisa enjoys spending time with her husband, her dog Hailey hiking and spending time with family and friends.

Ready To Talk About Your Future?

Let's work up a plan.

2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 716-3600
Get Directions

HPAG ADV 2A 03-2024

Form CRS

HPAG ADV 2A Appendix 03-2024

HPAG Privacy Notice 2024

Financial Form CRS www.lpl.com/crs

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, ID, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, OH, OK, OR , PA, SC, SD, TN, TX, WA, WI, VA.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.