Lisa Grefe joins Northwest Bank as Wealth Advisor in West Des Moines
on Thursday, May 25, 2023
Lisa Grefe | Wealth Advisor
Office: 515.327.5116 | 5700 University Ave., West Des Moines, IA 50266
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Travis Simpson, Regional President at Northwest Bank is pleased to announce Lisa Grefe has accepted the position as Wealth Advisor with Northwest Wealth Management in West Des Moines, IA. Northwest Wealth Management, LLC, an affiliate of Northwest Bank, offers comprehensive planning, investment management and retirement plan services to individuals, families, large and small companies, and foundations. Lisa’s experience and personal service will be a tremendous asset to our organization and to the customers we serve.
Lisa is originally from Des Moines, IA but spent 10 years of her life living in New York and Massachusetts. She currently lives in West Des Moines with her wife Abby and their two girls.
Prior to joining Northwest, she was a Wealth Advisor at Black Mammoth in West Des Moines.
Lisa has a unique background in coaching, leadership, psychology, HR, and finance and loves to use all those skills when helping people. Lisa is passionate about learning and has Master’s Degrees in Leadership Development and Psychology. Lisa is a former All American and Hall of Fame goalkeeper at the College of Saint Benedict, semi-pro soccer player, and continues to coach and mentor young women in soccer in the Des Moines community. She was named All Iowa Soccer Coach of the Year in 2017.
When asked about this new opportunity with Northwest Bank, Grefe stated, “I’m excited to join the Northwest team. I’m looking forward to serving the community in terms of investment opportunities and holistic financial planning. At Northwest, we really are your primary advisor for all your financial needs.”
Northwest Bank is a $2.47 billion community bank that offers a full line of business, agricultural, mortgage, consumer deposit and lending services as well as wealth management and insurance services. Northwest Bank has offices located in Algona, Ames, Arnolds Park, Ankeny, Estherville, Fort Dodge, Humboldt, Le Mars, Milford, Sioux Center, Sioux City, Spencer, Spirit Lake, West Des Moines, Iowa and Omaha and La Vista, Nebraska.
Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured · No Bank Guarantee · May Lose Value