Client Service Associate
Lisa Curtis joined BGM Wealth Partners in 2014 as a Client Service Associate. Prior to joining BGM, Lisa spent six years working as an Executive Assistant for a company focused on leadership development. Lisa is originally from Eau Claire, Wisconsin, and currently resides in Maple Plain, Minnesota, with her husband, Steve. They have two grown daughters, Kasey and Kalley. In her free time, Lisa enjoys spending time with family and friends and volunteering at church and in her community, and is always looking for her next DIY project.