Client Services Manager
Lisa A. Wirfel is our team's Client Services Manager. She examines and executes client retirement plans, facilitates client operations, and processes applications. Lisa is a graduate of the University of Pittsburgh at Johnstown where she obtained a bachelor's degree in Business Management and Marketing. She is a life-long resident of the Johnstown Area with her husband and two young daughters. In her personal time, she enjoys camping, shopping, and spending time with her family.