Lisa A. Chavez

Executive Assistant

Lisa A. Chavez

Lisa A. Chavez joined BCC ADVISERS in December 2005 as Executive Assistant, with over twenty years experience in the financial services industry. Ms. Chavez has extensive experience in client service and administrative support in the banking, investment, financial planning and retirement plan consulting arenas for both individual and corporate clients holding positions as Financial Services Manager, Trust Administrator, Financial Planning Associate and Office Manager. Ms. Chavez is primarily responsible for coordinating the firm’s marketing activities and providing administrative support to the principals of BCC ADVISERS.

An Iowa native, Ms. Chavez completed coursework at North Iowa Area and Des Moines Area Community Colleges, as well as the American Institute of Business and the American Institute of Banking. Ms. Chavez has been active in community and church activities and currently serves as president of the Sunset Knolls Homeowners Association and member of the St. Thomas Aquinas Catholic Church Pastoral Council. Past activities include Treasurer of the U.S. Air Force Academy’s Iowa Parents Club, Board Member of the American Institute of Banking, and volunteer with the American Cancer Society and Blood Center of Central Iowa, as well as other organizations.

To contact Lisa Chavez click here. You may also call toll free 1-866-787-8019 x208.