Lisa Shake is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Lisa focuses on both your long-term and short-term goals for all aspects of your financial life.
EducationThe University of Illinois at Urbana Champaign
Licenses & Professional Designations
- Investment Company Products/Variable Contracts Limited Representative (Series 6)
- Certified Public Accountant (CPA)