RPB WEALTH MANAGEMENT - Key Persons
Job Titles:
- Board President, 2022 - Present
Job Titles:
- Associate
- Client Service Specialist
Job Titles:
- Associate
- Financial Planner
Lisa has over 35 years of experience in the financial services industry. As a seasoned financial planner, Lisa has worked with clients of all backgrounds, striving to understand their unique situations and helping them to achieve their goals for the future.
Before she was a financial planner, Lisa worked as a counselor and then was eventually promoted to executive director at a surgery center. Over the years, she has been involved in many not-for-profit organizations. Lisa has a heart for serving people.
Lisa graduated from the University of Missouri, Kansas City (UMKC), with a B.A. degree in psychology. She then continued on to earn her Master's degree in psychology from UMKC.
Lisa is an animal lover and enjoys spoiling her dogs. In her spare time, Lisa can be found spending time with friends or reading a good book.
Job Titles:
- Associate
- Client Service Specialist
Mary Alice has over 27 years experience in the financial services and customer service industries. She is a former auditor for both the FDIC and the Federal Reserve Bank. While taking a hiatus to be a stay-at-home mom, Mary Alice was active in her church and her children's activities. She then joined US Bank as an Accounting Specialist. In addition to her excellent interpersonal skills and her attention to detail, Mary Alice brings a wealth of experience, knowledge and motivation to our company.
Mary Alice is a Kansas City native. She earned her BA in Business Administration from William Jewell College in her hometown, Liberty, MO.
She and her husband, Bryce, have three adult children. Mary Alice enjoys traveling and spending time with her family and friends.
Job Titles:
- Associate
- Financial Advisor
- President
Job Titles:
- Associate
- Client Service Specialist