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Lisa Peeters

Lisa Peeters

Client Service Manager

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.