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    Lisa A. Peterson

    Director of Client Services

    Lisa oversees the daily operation of the investment side of MGO. She is in charge of client investments and records, liaison with various government agencies and developing systems to keep our firm in compliance with investment regulations. Lisa is involved with the marketing of MGO and puts together seminars for both clients and advisors. She and husband Rob have two daughters and live in Broadview Heights, Ohio. Lisa joined the firm in the spring of 1995.

    EDUCATION
    Ohio University, B.S. in Science Journalism 
     
    AFFILIATIONS
    Toastmasters International
     
    COMMUNITY
    Volunteer at Walsh Jesuit High School Annual Fund Raiser
    INTERESTING FACTS ABOUT LISA
    • Lisa and her husband enjoy playing tennis and are thrilled their daughters play the sport as well. “Our oldest is on the Walsh Jesuit Tennis Team. We are so proud each time we attend a match.“
    • Lisa enjoys cooking and preparing meals, which usually involves listening to music with her girls and listening to them talk about their days. We especially love country music “If you had told me I would like country music 20 years ago I would have never believed it!!!”