Lisa Tobey

Lisa Tobey

Senior Financial Advisor,
Relationship Manager

  • Whittier, CA
  • Being Mortal | Amadeus
  • My late parents, Amelia Earhart, and Barack Obama
  • People take different roads seeking fulfillment and happiness. Just because they’re not on your road doesn’t mean they’ve gotten lost.
  • Honesty, dependability, and loyalty

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.

Education

  • Bachelor of Science degree in business administration from San Diego State University

Awards & Recognition

  • Barron’s Top 50 Institutional Consultants | 2019 and 2020 (Team Esch)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Minneapolis)

Memberships

  • Founder, CAPTRUST Women’s Initiative

News & Resources

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