About Us
Lisa Marek, FLMI, FFSI
Client Services Manager
Areas of Specialty:
- Customer Support
- Communication
- Problem Solving
- Compliance
“Serving clients effectively is crucial because it builds trust, strengthens relationships, and drives long-term success. When clients feel valued and understood, they are more likely to refer others and remain loyal. Excellent client service helps identify opportunities for growth and improvement and is at the heart of everything we do at HORAN Wealth.”
Lisa Marek brings more than two decades of experience and an unwavering commitment to client care to her role as Client Service Manager at HORAN Wealth. Working alongside the portfolio management team, Lisa oversees the full client experience from onboarding through ongoing service, coordinating every detail so clients feel supported, informed, and valued at every interaction. She maintains the integrity of HORAN's client relationship management and portfolio reporting systems, manages client requests, and ensures every communication reflects the firm's standard of excellence. For the clients she serves, Lisa is the trusted force behind a carefully managed experience that keeps everything running beautifully.
EDUCATION:
- University of Dayton – Master of Business Administration
- The College of Wooster – Bachelor of Arts
- Fellow, Life Management Institute Certification (FLMI)
- Fellow, Financial Services Institute Certification (FFSI)