Lisa Bartholmy

Client Service Representative

Office:  (612) 256-2208

Fax:  (612) 200-3809

About Lisa

Lisa Bartholomy joins the True Vision team with twelve years of experience in the financial services industry.

She began her career as a receptionist, and grew into the role of senior client service associate supporting multiple advisors. Lisa enjoys engaging with clients on a daily basis and getting to know them personally. A natural teacher and organizer, Lisa is passionate about delivering the best to clients.

Lisa and her husband, Jeff, have two children and reside in Forest Lake, MN. Her interests are boating, golfing, and music.

Ready to work with a trusted advisor? Give us a call: (612) 256-2208

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. True Vision Financial Advisors is a separate entity from LPL Financial.