Lisa Helgeson - Client Services Coordinator

Lisa Helgeson joined Mader & Shannon in September of 2009. Lisa is originally from Farmington Hills Michigan where she attended Michigan State University in East Lansing Michigan. Shortly after college she joined Merrill Lynch where she held her Series 7, 63, and 65 securities licenses. Lisa spent 8 years with Merrill Lynch in Bloomfield Hills, Michigan serving as a Registered Administrative Assistant, as well as a Training Coordinator. Her most recent project for Merrill Lynch was completing the Service Manager Training Program.

Lisa also served as a Substitute Teacher in Newnan Georgia. She worked with Pre-K thru 5th grade classes including assisting with Down's syndrome children.

Lisa plays a diverse roll at Mader & Shannon servicing existing client relationships as well as assisting in outside marketing and communication.