Lisa T. Bergan

Senior Client Representative 920.967.5064

As a Senior Client Representative, Lisa Bergan’s primary role is in trust operations and corporate support.  She holds a BS from the University of Wisconsin-Stevens Point and the Certified Trust Financial Advisor (CTFA) designation. Lisa has over 18 years of trust experience and prior to joining Legacy, she worked in the trust department of a regional bank. Lisa is flexible and diligently works on every project that is assigned so that clients’ needs are met quickly and efficiently.