With a commitment to client care and a focus on building lasting relationships, Mary Lisa helps guide clients toward their financial aspirations with precision and empathy.
Mary Lisa has been with Isaacs and Associates for more than a decade, committing herself to the insurance and retirement planning field after her early career in the banking industry. She holds an Ohio health and life insurance license.
She assists clients through the process of incoming planning and distributions, including coordinating eMoney retirement planning.
Mary Lisa is a graduate of the University of Cincinnati with a bachelor’s degree in business administration.
In her free time, Mary Lisa enjoys spending time with her family, playing pickleball and cycling. She and her husband are members of Guardian Angels Catholic Church, and she volunteers at New Life Furniture Bank.