Lisa T. Bergan

Senior Client Representative 920.967.5064

Lisa joined Legacy in 2010 as a Senior Client Representative. 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.

Lisa enjoys the area in which she works. Outside of work, Lisa and her husband take advantage of the area by biking on state trails, and in the spring they enjoy vacationing in Phoenix, Arizona. On lunch breaks in the summer, Lisa can be found outside and walking around the neighborhood surrounding the office. Lisa loves to participate in any and all activities with her nieces and nephews.

Lisa’s primary role is in trust operations and corporate support. She is flexible and diligently works on every project that is assigned to her so that clients’ needs are met quickly and efficiently. Lisa never leaves a problem unsolved or a question unanswered, and values taking the time to individually assist clients and coworkers alike with their concerns in order to build strong relationships. Lisa’s unwavering commitment and communication ability are a valuable adage to any project or task at Legacy that needs completing.