Lisa Bartholmy

Lisa Bartholmy believes that the best financial relationships are built on a foundation of trust and clear communication. As a Client Service Representative at True Vision Financial Advisors, Lisa is dedicated to ensuring that every client feels valued and supported. With almost 20 years of experience in the financial services industry, she brings a wealth of knowledge to the team and a passion for delivering excellence in every interaction.

“I truly enjoy getting to know our clients personally. My goal is to make the administrative side of their financial journey as smooth and organized as possible so they can focus on their future.”

Lisa’s career in finance is a testament to her dedication and growth. She began her journey as a receptionist, where she learned the importance of first impressions and client care. Her natural talent for organization and problem-solving saw her quickly rise into the role of Senior Client Service Associate, where she has spent years supporting multiple advisors and managing complex client needs. This background gives her a unique, 360-degree view of how to run a “client-first” office.

A natural teacher at heart, Lisa excels at helping clients navigate the “how-to” of their accounts. Whether she is assisting with a new onboarding process or answering a detailed administrative question, she approaches every task with a highly organized and proactive mindset. Lisa’s professional strength is her “ground-up” knowledge of the client experience. Her teaching and organizational skills help make the administrative side of wealth management seamless and stress-free for every family.

Lisa is a key point of contact for daily client engagement. She is passionate about the details, and aims to ensure that nothing falls through the cracks. For Lisa, success is defined by the confidence her clients feel knowing that their requests are being handled by an expert who truly cares about their well-being.

Originally from North St. Paul and now residing in Forest Lake, MN, Lisa is deeply rooted in her community. She and her husband, Jeff, enjoy spending time with their children and grandchild.  When she isn’t in the office, Lisa embraces the Minnesota lifestyle, you can find her boating on the lake, hiking, and enjoying live music.