Clark S. Bellin, CIMA®, CPWA®, CEPA
Marketing & Communications Coordinator
Lisa currently serves as our Marketing and Communications Coordinator. Her background includes work in the field of research at Vanderbilt University’s Center for Evaluation and Program Improvement. Most notably, she served as a research assistant to primary research investigators with the “Program Evaluation of Post-Deployment Health Assessment (PDHA) and Reassessment Processes (PDHRA) Processes” study.
With her unique insight we continue to look at new ways to better serve our clients with the implementation of wealth-management strategies that reflect their personal life goals.
Kansas State University, Bachelor of Science in Interdisciplinary Science-BS
Bellevue University, Master of Science in Strategic Marketing-M.S.
American Marketing Association