Lisa Buckert joined Ciccarelli Advisory Services in 2005 as a Client Services Associate. She focuses on client services for Judith Alexander-Wasley: fielding client questions and requests, composing letters and spreadsheets, and facilitating the compliance approval process.
Lisa has more than 30 years of administrative experience. Before joining our team, Lisa worked for PayTec for 10 years as an administrative assistant and commissions specialist. Prior to that, she served as the office manager at FiberTec; an administrative assistant at Wilmorite Properties; and as a store manager for both Rite Aid and Wilson Farms.
Lisa lives in Rochester with her best friend and husband Brad, and her dog Hersey. She is the proud mother of two grown children, Jonathan and Brianne, and has one grandson, Jameson. She is expecting a granddaughter in October 2018! In her free time, she enjoys spending time with her family, as well as gardening, reading, walking and baking.
Lisa Buckert is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.