Broker Check

Sara Gerges

Karen Zartman

Director of First Impressions and Administrative Assistant

(215) 513-6240

Karen@MotzWealthManagement.com

Karen is the Director of First Impressions and Administrative Assistant at Motz Wealth Management. She is responsible for client appointment scheduling and preparation, assisting with client requests, and completing final processing of client tax returns during tax season. Karen has been with Motz Wealth Management since May 2019.

Prior to joining the Motz Wealth Management team, Karen worked as a billing specialist. She has 15 years in retail management and over 30 years of customer service experience.

Karen lives in Sellersville, PA, with her husband, Todd, their dachshund, Zoe, and their tuxedo cat, Evie. They have one grown son, Ben, who lives in Philadelphia. In her free time, she enjoys bike riding, kayaking, and admiring the wildlife in her back yard.

Lisa Peeters

Client Service Manager

(215) 513-6240

(215)513-1614

Lisa@MotzWealthManagement.com

Lisa is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Pamela. Lisa manages the day-to-day operations of the office. She is responsible for overseeing new business coordination, facilitating client service requests, processing paperwork, and placing trades on Melissa's behalf. Lisa works remotely from Appleton, WI.   She has been with Motz Wealth Management since December 2021. 

Lisa comes to Motz Wealth Management with 7 years of financial services experience and more than 20 years of customer service experience.  She received her Bachelor of Business Administration, majoring in Finance and Marketing from the University of Wisconsin – Milwaukee.

Lisa and her husband, Dan live in Appleton, WI, and have two daughters, Alice and Cleo.  She enjoys boating, swimming, cooking, and hiking at their family cottage, and anything related to health and fitness.