Lisa R. HouseClient Services Specialist

    FUN FACT ABOUT ME: As the youngest of 13 grandchildren, I am the only one that got my grandfather’s red hair!

    Lisa R. HouseLisa joined Vahanian & Associates in April 2016 as a Client Services Specialist after serving five years in various capacities at AmeriCU Credit Union in her hometown, Rome, NY. At Vahanian & Associates, Lisa has an active hand in multiple areas of client services and support. She is responsible for meeting preparation, processing and monitoring transactions, data downloads and generating portfolio performance updates. Not only do Lisa’s technical skills complement our services, she is often the friendly voice heard when calling our office! She also plays a lead role in our advancement to a paperless environment.

    Lisa has extensive client relationship management experience; processing new customer accounts and transactions. With her broad background, she is able to interact with clients in multiple areas and help make sure a job is completed with the quality of care we pride ourselves on.

    With a Bachelor’s degree in Business, Management and Economics from SUNY Empire State College in Saratoga Springs, NY, Lisa also has an Associate’s degree in Business Administration and Management from Mohawk Valley Community College in Utica, NY. In her spare time, Lisa enjoys spending time with her family, friends, and golden retrievers, Jersey and Paisley. She also spends much of her time on her fiancé’s farm, and is a self-taught photographer – mostly taking pictures of her dogs, family and farm.

    Check the background of this firm and investment professional on FINRA’s BrokerCheck.

     

    Vahanian & Associates Financial Planning Inc.