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Lisa Gostkowski

Lisa Gostkowski

Financial Advisor

  • San Antonio, TX
  • Tale of Two Cities | It's a Wonderful Life
  • Ernest Hemmingway, Abraham Lincoln, and Marie Curie
  • If you want to fly, give up everything that weighs you down. -Buddha
  • Humor, compassion, and honesty

Financial Advisors

Lisa is a wealth management advisor based out of the San Antonio, Texas office.

Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.

Prior to joining the firm, Lisa served as a senior vice president and relationship manager at South Texas Money Management. She earned her Bachelor of Business Administration degree from the University of Texas at San Antonio and a Bachelor of Arts degree from Baylor University.

Education

  • Bachelor of Business Administration degree from the University of Texas at San Antonio
  • Bachelor of Arts degree from Baylor University

Memberships

  • Treasurer, Alpha Home Board
  • Board Member, Planned Giving Council San Antonio
  • Member, the Financial Planning Association
  • Member, CAPTRUST Women’s Initiative

News & Resources

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