Have you met Lisa Wagner yet? Lisa is known as our “secret weapon” throughout the halls here at Advocate Capital, Inc. She is our Senior Vice President of Client Services and manages many of our most strategic client relationships.
Lisa has served the needs of our clients since 2004 as a valued member of our Management Team…but why a ‘secret weapon’? The answer is simple. Lisa’s background is unmatched by anyone in our industry. She is a former law firm administrator, a CPA, and a Certified Quickbooks Pro Advisor. This combination of experience has proven invaluable to clients who are interested in joining the Advocate Capital, Inc. family. Lisa provides tireless service to my team and we have been able to welcome many new clients to our enterprise as the result of her selfless efforts.
Thank you Lisa for always putting the needs of our clients first.
Thank you for supporting my team.
Thanks for being our ‘secret weapon’ and for delivering value that goes way beyond case expense funding at a net cost of less than 1%.
Vice President – Business Development