Lissa is a member of our Client Services team, and assists clients with administrative support related to their portfolio, custodian statements, and other client service issues. She works closely with the Financial Advisors and other professionals to provide a direct communication connection for clients to understand the work that the Company does on their behalf. Lissa is also responsible for financial planning operations.
Prior to joining Brouwer & Janachowski, Lissa worked as a Financial Advisor at Wells Fargo Advisors and Morgan Stanley. She was a Managing Director of Technology at Charles Schwab. Lissa graduated from the University of California at Irvine with a bachelor’s degree in Linguistics.