Lisa Tobey

Financial Advisors

Lisa is a retirement plan advisor based out of Minneapolis, MN.

Lisa joined CAPTRUST in 2014 as a financial advisor, relationship manager with the firm’s partnership with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to encourage corporate fiduciaries to sponsor retirement plans that provide financial security for all employees.

Prior to the partnership, Lisa served as chief compliance officer and chief financial officer of DCAdvisors, and has worked in the industry since 1983.