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Lisa S. Harms

Client Support Assistant

Wealth Advisory Services, Cincinnati

Lisa became a part of Johnson Investment Counsel in 2010, as a Client Support Assistant. Prior to joining the firm, she worked at Raymond James Financial, Brecek & Young Advisors, Gradison-McDonald, and Hebron Deposit Bank. Lisa and her husband, David, live in Kentucky, with their daughter, Kayla. Lisa is a former member and captain of the Northern Kentucky University Golden Girls Drill Team.

Relevant Work Experience:

Brecek & Young Advisors,
    Financial Advisor Assistant
Raymond James Financial Services,
    Financial Advisor Assistant
Gradison-McDonald Investments, Inc.,
    Investment Associate
Hebron Deposit Bank,
    Customer Service Representative

Education:

Northern Kentucky University,
    B.S. Marketing
American Banking Institute,
    Banking Courses

Community Involvement:

Immaculate Heart of Mary Catholic Church,
    Festival Volunteer
    Lector and Rosary Leader
    Religious Teacher
    St. Vincent de Paul, Home Visits Team
    T.E.A. Committee Mary Rose Garden Mission, Volunteer