Lisa George

Lisa George

Wealth Management Assistant

Phone: 623-975-7589
Fax: 623-249-2092
E-mail:
 

Prior to working with Monheit Financial Group,  Lisa George worked for four years as an Executive Assistant and Commercial Account coordinator at Manheim Phoenix Auto Auction helping sell repossessed, lease return and rental return cars at a dealer-to-dealer only facility.

Before that, Lisa worked for 19 years at M&I Marshall & Ilsley Trust Company (now known as BMO Harris Bank & Trust). She worked as an Assistant Trust Administrator helping the Vice President in the Sun City/Sun City West offices to care for approximately 100 trust and estate accounts.

Currently, Lisa is working on achieving the Graduate Level of Wealth Management Assistant through 1st Global's training program.

Lisa is a native Arizonan, married with two children ages 17 and 15 and a stepson who is 28. Lisa's son is a senior in High School, in the marching band and also a member of the AFJROTC (Air Force Jr. ROTC) program. Her daughter is an avid basketball player along with studying photography, drawing and hopes to be a bio-chemist in the future.

In her spare time Lisa loves music, dancing and baking. Lisa is a die-hard Arizona Diamondbacks season-ticket-holder fan and goes to the games as often as she can with her mom.