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
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HPAG ADV 2A 03-2024

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HPAG ADV 2A Appendix 03-2024

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