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Lisa Hoessle, RP®

Director of Operations – Albany

Lisa Hoessle is the Director of Operations in the Albany office of Atlas Private Wealth Management. She joined Atlas in January 2014 after working for 14 years with Albany Financial Planners.  For the 15 years prior to that, she was the Assistant to the Controller of an Albany insurance firm.  As part of the Management Team, she plays a key role in the establishment and implementation of organizational goals and procedures and assures the Albany office continues to run smoothly. Her professional versatility allows her to continue to support the firm’s growth by working with staff members and the Managing Director to coordinate the training and development of staff as well as monitoring the internal office systems. She also continues to play a significant role as the senior staff member working with clients to assure they receive the best possible service.

Lisa earned her Registered Paraplanner® designation from the College for Financial Planning in 2002.

Lisa and her husband are the parents of three children and three amazing grandchildren!

rpl

lhoessle@atlaspwm.com

800-432-7447 ext. 619