Lisa Gardell

I am a Senior Client Service Associate at Fairway Financial and am often the first person clients speak with when they contact our office. I help ensure every interaction feels welcoming, clear, and handled with care.

 

I have spent more than two decades in the financial services industry, with most of my experience focused on client service and operations. I assist with client onboarding, account setup, distributions, and many of the day-to-day details that support our planning process. I work closely with the advisory team to make sure client requests are handled accurately, efficiently, and directed to the right person when needed.

 

I hold the Financial Paraplanner Qualified Professional™ (FPQP®) designation through the College for Financial Planning. My approach is centered on follow-through, attention to detail, and making sure clients feel supported whenever they reach out.

 

A few years ago, my husband and I moved back to Illinois to be closer to our three daughters and three grandchildren. It was the right decision for our family, and I am grateful to remain part of the Fairway team. I still travel to Florida several times each year for client events and to stay connected with the team.

 

Spending time with my grandchildren is what I enjoy most, whether it is a quiet afternoon at home or a trip to Florida to visit Disney World together. What keeps me engaged in my work is knowing that when clients reach out, they receive dependable follow-through and someone who genuinely cares that things are handled the right way.