Lisa Graszl, CFP®, CMFC®
Director of Business Operations
Lisa joined Pinnacle in 2006 after completing her degree in Business Administration, majoring in Accounting, from the Ohio State University. She holds both a CERTIFIED FINANCIAL PLANNER® and Chartered Mutual Fund Counselor (CMFC®) designation.
Lisa enjoys being part of the Pinnacle team that ensures clients can see a full picture of their financial journey. She manages clients’ internal & external financial data, as well as compliance reporting and billing and revenue management.
Outside of the office, Lisa enjoys traveling with her husband, spending time with family and friends, and getting decorating ideas from HGTV. She has two sons, Tommie and Daniel, a daughter-in-law, Kaitlyn, a precious granddaughter, Everlee, and two crazy bulldogs, Winston & Nash.
