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  • With CAPTRUST Since 2013
  • 248.620.8100
  • 8031 M-15 Clarkston, MI 48348

Lisa Keith, QKA

Lisa Keith, QKA

Manager,
Professional Services

  • Dearborn, MI
  • Gone With the Wind | Goodfellas
  • Alexander Hamilton, Lin-Manuel Miranda, and my immediate family
  • We can't help everyone, but everyone can help someone.
  • Integrity, honesty, and creativity

Consulting Research Group

Lisa Keith is a professional services manager based out of our Clarkston, MI office.

Lisa joined CAPTRUST in 2013. She serves as a professional services manager and is responsible for assisting financial advisors and client management consultants with addressing client issues, questions, and concerns regarding retirement plans, as well as providing training for our clients. Prior to joining the firm, Lisa was a administration team leader with Freedom One Retirement Services. She has worked in the industry since 1986.

Education

  • Bachelor of Arts degree in business administration from Michigan State University

Industry Designations

  • Qualified 401(k) Administrator

Industry Involvement

  • Member, American Society of Pension Professionals & Actuaries