Lisa Zajkowski serves as the Director of Client Services, bringing a strong blend of industry knowledge, client relationship expertise, and operational leadership. With years of experience supporting financial planning and retirement plan operations, she plays a key role in ensuring clients receive a seamless, high-quality service experience.
Lisa holds the Certified Retirement Plan Specialist designation and has deep familiarity with plan administration through her work as a liaison with major retirement plan providers. Earlier in her career, she earned her Life & Health license and held Series 6 and 62 registrations while working in her family’s financial planning practice—experience that shaped her client-first approach.
After taking time away from the industry to raise her children, Lisa returned to the workforce with renewed purpose and passion for helping clients feel supported and informed. Her reliability, empathy, and ability to manage complex client needs make her an essential part of the team.
Outside of work, Lisa is a proud mother and stepmother to six children, which has turned her into a dedicated sports enthusiast. She enjoys cheering from the sidelines at her kids’ games, playing pickleball, and advocating for autism awareness, a cause close to her family.