Lisa L. Castle

Operations Manager

Location: Mt. Pleasant

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Education

• Bachelor of Science in Business Administration with a Business Management major from Northwood University
• Bachelor of Science in Business Administration with a Finance major concentrating in Financial Planning from Davenport University.

Certifications

• Lisa is in the process of receiving her CERTIFIED FINANCIAL PLANNER™ designation.

Specialties

• Investment best practices
• Trade processing, applications, transfers and quarterly reports
• Client contact
• Compliance
• Office operations and marketing
• Assist advisor with various client activities

Community Involvement

• Assists the Mt. Pleasant Area Community Foundation with their scholarship program.
• Current Treasurer for the Buckskin Horse Association of Michigan, one of ABRA’s largest charter clubs
• Assisted (and participated) in the All American Buckskin Horse Congress, which is a prestigeous annual horse event, with participants traveling from all across the country.

Personal

• In her spare time, Lisa is an avid horsewoman, receiving several national titles with her quarter horses.  Her current horse is Izzy Dun Yet, whom has won several titles at the state and national level.
• Lisa currently resides in Clare with her husband Rich and their dog Rosco.

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