Lisa Grefe

Associate Wealth Advisor
phone 515-321-6048
Lisa Grefe

Ready to focus on your financial goals? I can help. Your goals – my focus. 

Lisa is passionate and motivated to help others achieve their financial goals and dreams. She supports clients as they live their best lives by helping them gain the confidence, discipline, and knowledge to navigate and prepare for their unique financial needs. Lisa has over 15 years of experience in the non-profit, education, sports business, and HR sectors. She is a problem solver and will integrate creative financial solutions and strategies tailored specifically to her clients’ needs. 

Let’s put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you succeed. 


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