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, which includes positions as Financial Services Manager, Trust Administrator and Financial Planning Associate/Office Manager. Ms. Chavez is primarily responsible for coordinating and organizing M&A marketing activities and carrying out administrative duties in support of both the Chairman and President 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, including serving as Director of a women’s faith formation program at St. Thomas Aquinas Church in Indianola, 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.

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