Client Relations Representative
Lisa helps us maintain an organized and efficient office, provides excellent customer service to our clients and advisors, and is a key part of our friendly environment. A people person, she enjoys building lasting relationships while helping people accomplish their goals. She makes it a priority to ensure that everyone around her feels valued by taking the time to understand their needs and clearly communicate with them. Lisa’s financial services roots run deep – her grandfather, Leroy Steinbeck, was Vice President of the Life Insurance Company of North America and wrote the first primer on Life Insurance for the American College. She entered the industry in 2001 with Roster Financial, a financial marketing organization, where she handled contracting for producers. She left two-and-a-half years later to be a stay-at-home mom before returning to Roster part-time in 2011, where she was awarded an Excellence in Operations award in 2015. Roster merged with GamePlan Financial Marketing in 2016, and Lisa worked with GamePlan until starting with Atrium in late 2017.
Lisa resides in Glassboro, NJ with her husband Lance and their three sons. Nicknamed “Lee,” she originally got the moniker from her dad, who gave her about 10 nicknames as a kid, but Lee was the one that stuck. Lisa is kept busy by her three boys – four if you include Lance – and loves watching the younger three play sports. She loves to cook, clean and organize things, and is a complete believer that your surroundings are a reflection of your state of mind. Lisa attended both Gloucester County Institute of Technology and Gloucester County College (now Rowan College at Gloucester County) where she studied Applied Health. She has also spent time as a certified personal trainer and aerobics instructor.
Lisa Wyllie is an assistant to the registered representatives who offers securities through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. Atrium Financial Associates LLC is independent of WFS. Insurance services also offered by Atrium Financial Associates LLC.