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Lisa Phillips

Lisa Phillips

Client Services Manager

 

Lisa has served as the Client Services Manager for Petry Wealth Management since 2009.  As such, she manages the marketing and operations of the firm including account setup and maintenance, client requests, and communications.  Lisa graduated from the Kelley School of Business at Indiana University with a degree in Marketing and Advertising.  

In her spare time, Lisa enjoys sports of all types, traveling, and spending time with her husband, Darrell, and their 2 daughters, Annie and Allison.