Skip Nav

Font Size:

Lisa Grefe

Lisa GrefeWealth Advisor

Office: 515-327-5116
5700 University Ave
West Des Moines, IA 50266

Email Me  

Lisa is originally from Des Moines, IA. She spent 10 years of her life living in New York and Massachusetts before moving back to Iowa. She currently lives in West Des Moines with her wife Abby, their two girls, and golden retriever, Harley. 

She loves to travel to sporting events, eat good food, and spend time in nature with her family. 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 DSM community. She was named All Iowa Soccer Coach of the Year in 2017.  

She 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 her Master’s Degrees in Leadership Development and Psychology.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Show All
Wealth Advisors
Personal Banking Specialists
Scroll to top