Lisa Kewley has been a key associate of Legacy’s team since our inception in 2004, serving as a senior member of our client advisors. She holds a BA from the University of Illinois at Champaign-Urbana and is a graduate of the National Trust School at Northwestern University. Lisa was previously a Vice President at JPMorgan Chase, and prior to that spent nine years in varying capacities at the Northern Trust Company in Chicago. Lisa has more than 30 years of experience working with high net worth individuals and families. Lisa currently leads Legacy’s efforts at developing financial initiatives aimed at addressing and serving the needs of women.
Lisa enjoys all athletics, particularly professional tennis. While her current athletic passions are limited to recreational tennis, kayaking, golf and just being a fan, she spent her college years as a tennis player. Lisa played #1 doubles on the varsity tennis team for her ‘Fighting Illini’ during her freshman and sophomore years.
Lisa is active on the Board and is the former president of the Women’s Fund for the Fox Valley Region and volunteers her time and talents towards a variety of charitable organizations in the Fox Cities area.
With a warm and engaging personality, Lisa’s empathetic style benefits her clients through her genuine and limitless individual commitment to their personal and financial well-being. She is well-organized and her conscientious attention to detail and management skills affect positive outcomes for her clients.
Supporting Lisa with her client relationships is Sarah A. Holzheu, Client Representative. Sarah’s primary role is in trust administration and support. She holds a BA from the University of Minnesota and has over 10 years’ experience in the sales and customer relations industry. She brings experience in the Six Sigma methodology and is Yellow Belt certified. Sarah’s energy and positive attitude is delightful to be around and the clients she supports appreciate her sincere and empathetic nature. Sarah can be reached via phone at 920.967.5031.