Lisa A. Chavez
Lisa A. Chavez joined BCC Advisers in 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 Community College, Des Moines Area Community College, the American Institute of Business, and the American Institute of Banking. Ms. Chavez has been active in community and church activities, currently serving as president of the Sunset Knolls Homeowners Association and board member of I've Been There Ministries. She has served as treasurer of the U.S. Air Force Academy’s Iowa Parents Club, board member of the American Institute of Banking, co-director of a women's faith formation group as well as member of the pastoral council at her church, and volunteer with the American Cancer Society, Blood Center of Central Iowa, and other organizations.
To contact Lisa Chavez, click here. You may also call (515) 777-7064.