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. House

    Lisa 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 CRM administration. Lisa also plays a lead role in our marketing and communication efforts, as well as website maintenance and design.

    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.