Lisa Dyer is Senior Vice President and Director of Operations for IMA Wealth, Inc. Lisa’s primary responsibilities include team management, process and procedure development to support the company’s ability to grow and adapt operationally. She oversees all operations that support IMA Wealth Inc.’s clients, advisors, and investment team.
Lisa graduated from Friends University with a Bachelor of Science degree in Accounting. She has over a decade of experience in the financial industry focusing on trust administration, wealth management, and interdepartmental communication. Lisa is passionate about designing processes that help develop strong and lasting relationships.