Lisa TownLisa Town

Client Service Coordinator, RJFS

The Reliable Partner

At Sytsma Wealth Strategies, Lisa puts her personal motto “Happy to help” into practice, providing part-time administrative and client support. You may speak with her on the phone, face-to-face, or via email as she works alongside Tami and Christine to ensure that each client always stays on the path to achieving their personal financial goals.

Lisa joined Sytsma Wealth Strategies in September 2017 with nine years of industry experience – first as a Consulting Group Analyst in Saginaw and then as a Branch Administrator in Grand Rapids. She stepped away from her position to start and raise her family. Eleven years and two sons later, she is happy to be back in the office and working with Tami and Christine.

Off the clock:

Lisa lives in Forest Hills with her husband Taggart and two sons, Oliver and Henry. As a family they enjoy West Michigan’s orchards and beaches, local theatres and restaurants, hiking trails and campgrounds. In her free time, Lisa enjoys reading, going to the movies, listening to NPR, volunteering, cooking and traveling.

First financial lesson I learned:

My mother’s first lesson to me was to save, save, save for college. Thanks to her advice and a generous academic scholarship, I was able to put myself through college with very little debt.

Best financial lesson I learned:

It’s a two-parter told to me by my wise mother… Buy a home you can afford on one income and never have more than one car payment at a time.

My financial goal:

To spend, save, and give in just the right balance to be able to travel and explore today, have confidence in a steady future, and to make a difference in our community.

 

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