Lisa Matenaer, Chief of Staff


I believe simplifying life lets us appreciate the things that matter most. For me, this is when all aspects of my environment are in their place. As one of ten children in my family growing up, staying organized was the only way to make sense of the chaos around me. I was the kid who actually enjoyed cleaning her room! I’ve continued to improve my ability to organize the things around me and it has allowed me to appreciate my lifelong relationships and experiences to the fullest.

Today, I find great satisfaction in helping clients and colleagues do the same. It brings me joy to see them simplify their lives and be able to focus on what matters most.


  • Wife and mom of 2
  • 12 years’ experience in the financial services industry
  • Notary public