Lisa Grefe Joins Northwest Bank as Wealth Advisor in West Des Moines
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on Thursday, May 25, 2023
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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 Wealth Management is a Registered Investment Advisor with over $600 Million of Assets Under Management and advises on an additional $85 million of retirement plan assets as of December 31, 2022. A current total of 11 Wealth Advisors serve in Northwest Bank locations including Ames, Ankeny, Arnolds Park, Fort Dodge, LeMars, Omaha, Sioux City, Spencer, Spirit Lake, and West Des Moines.
Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured. No Bank Guarantee. May Lose Value.
Northwest Bank | Member FDIC