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Lisa Y. Hauck, CFP®

Director – Administration

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Lisa has the distinction of being Matter employee #2, having helped Kathy start the company in 1990. Over the years, she has performed nearly every function in the firm and continues to serve in many crucial capacities: Client Insurance Program Review and Coordination, Compliance, Controller, Human Resources, and Corporate Insurance. Whether complying with new SEC regulations, understanding the impact of new health care practices, or processing payroll for a growing, diverse staff, Lisa has it under control.

Lisa graduated from the University of Missouri with a BSBA in Finance. She also earned and continues to maintain her CFP® designation.

A time management expert, Lisa spends most of her free time attending her children’s various activities and supporting her family’s endeavors. She enjoys volunteering at her kids’ schools and for multiple charities, as well as the occasional hiking and camping outing with family and friends.

Our purpose is helping you fulfill yours.

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