Lisa TobeyFinancial Advisor
- 333 South 7th Street
Minneapolis, MN 55402
Lisa joined CAPTRUST in 2014 as a financial advisor with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the merger, Lisa served as chief compliance officer and chief financial officer with DCAdvisors, and has worked in the industry since 1983.
- Bachelor of Science degree in business administration from San Diego State University
- Brea, CA
- Favorite Book or Movie:
- Unbroken and Amadeus
- Words to Live By:
- People take different roads seeking fulfillment and happiness. Just because they're not on your road doesn't mean they've gotten lost.
- Qualities I Admire in People:
- Honesty, dependability, and loyalty