Exceptional People. Innovative Ideas. successful Clients. 

 

Lisa De La Rosa

Lisa De La Rosa

Operations Manager  |  Scheffel Financial Services

 

lisa.delarosa@lpl.com  |  618.656.1207

 

Areas of Expertise

  • Investments
  • Wealth Management
  • Financial Planning
  • Estate & Retirement Planning
  • Insurance Analysis

Education & Certifications

  • Business Administration, Robert Morris College, 1989
  • Series 7 LPL Financial Insurance License
  • Series 63 LPL Financial Insurance License
  • American Society of Administrative Professionals, Registered Member

 

 

Secret to Success: “I am only one, but I am one. I cannot do everything, but I can do something.” -Edward Everett Hale

 

 

Lisa has been a part of the Scheffel Financial Services team since 2002. She has over 30 years of customer service experience, including 12 years in the banking industry and 13 years in financial services and operational support. As Operations Manager at SFS, her responsibilities include client relations, continuing education programs for the SFS staff, and research support, among others. She is a valuable tool in the strategic relationship between Scheffel Boyle CPAs and Scheffel Financial Services, serving as a liaison between the two for client service and a resource for financial research.

 

Lisa grew up in Cahokia, IL and has lived in nearby Collinsville for over 17 years with her husband, Steve. She has two sons, Tyler, 22, and Jacob, 18, along with three grandchildren. She’s an animal lover and even has five Pit Bulls at home. Lisa enjoys nature photography, hiking, exploring the local wine trails, and spending a nice day on the local lake with family and friends. Her retirement dream is to live on St. Simons Island in Georgia and relax for a living.

 

Lisa’s favorite part about her job is working with the clients of SFS and providing a level of care and support that helps in making a positive impact to their overall experience at the firm.

 

Community Involvement, Past & Present

  • Edwardsville/Glen Carbon Chamber of Commerce, Member
  • Metro Community Church, Volunteer
  • Good Samaritan House, Volunteer
  • Community Hope Center, Volunteer
  • Boy Scouts of America, Treasurer
  • Habitat for Humanity, Volunteer

 

 

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Jeffrey A. Westerhold Chad Burns Matthew Gorton Lisa De La Rosa