Client Services Specialist
Lisa joined the McCaskill Financial team in July of 2019, bringing more than 20 years of financial experience, combined with a natural ability to plan, organize, support multiple tasks, and achieve goals. Her academic experience includes two associate degrees from Frederick Community College, and a bachelor of science degree from Frostburg University.
As Client Service Specialist, she performs a dual role of providing administrative support to both the financial advisory services side of the business and the general office operations. With Lisa operating in the background, clients can rest assured that all their financial reports, stock and mutual trades, distributions, and other transactions are prepared and handled with the utmost attention to detail. And when clients call with questions, she is there to listen and get them the answers they need.
A lifelong resident of Maryland, Lisa lives with her husband Randy in Myersville. When not working, she gives back to the community through various volunteer and fundraising activities. One of her many contributions was completing the Susan G. Komen three-day, 60 mile walk and fundraiser to support breast cancer research.