Lisa VanArsdale – Associate Wealth Advisor
Lisa has celebrated over 10 years associated with LPL Financial. Lakeview and our clients benefit from her high fact finding nature and detailed follow through.
Currently, she serves clients by assisting Judy with portfolio management and financial research. She also manages Lakeview’s back office efficiency and team development. Her energy, enthusiasm and passion helps Lakeview keep up with the ever changing industry.
Like Judy and Amanda, Lisa also graduated from Elmhurst College. She holds her Series 7 & Series 66 security registration with LPL Financial, as well as her Life and Health Insurance Licenses. Lisa has completed the education requirements at Northwestern University pursuing her CERTIFIED FINANCIAL PLANNER™ certification.
Beyond the work she does for our firm and clients, she volunteers a lot of her time working with our broker dealer on ways to enhance our industry. It is a high honor and she humbly joined the Advisor Inclusion Council for LPL Financial, working with fellow advisors and LPL home office staff on bringing and valuing more diversity into our industry. In May of 2019, she also became a member of the LPL Political Action Committee Advisor Board. She also sits on the advisory board for the Independent Advisor Institute, working towards building a program for the next generation to become Financial Advisors. The Independent Advisor Institute has also partnered with the US Army Reserves to offer veterans a chance to transition to a new career, which Lisa has a passion for as her grandfather and uncles all served for our country in the US Navy.
Outside of the office, Lisa is an avid Chicago Blackhawks fan. She enjoys spending time with her family (especially her two nephews Henry and Teddy), staying active through running, water skiing and golfing. She has completed three marathons – Chicago, Paris and New York City.
Lisa’s vision of her “lakeview” is watching the sunset with friends and family surrounded by love and laughter. Of course, a fresh fish taco and beer in hand would top it all off!