Lisa Behm

Chief Operating Officer

Lisa’s Story

In her role as Chief Operating Officer, Lisa is responsible for guiding the firm’s operational procedures and managing client requests. A jack of all trades, she ensures our team is efficient and effective when serving our client’s best interests.

Starting her career in the financial services industry in 1989, she has been supporting Todd and his predecessor firms since the early 90’s. Lisa earned her MBA from Central Michigan University and a bachelor’s degree in Business Administration from Michigan State University.

Originally from Chicago, she now resides in Wixom, Michigan, with her husband, Randy. They have three children: Josh, Luke, and Reilly. When not in the office, you will find Lisa at Higgins Lake, enjoying time with friends, family, and their dog, Cash.

Lisa’s Goals

  • Retiring “relatively” young with her health and energy in-tow – so she has plenty of time to accomplish all her non-money goals.
  • Travel the world and our own beautiful country – so much to see and explore!


Curious about learning more?

Work with our team to get personalized guidance and investment management that supports your goals.