Here at United Financial Solutions, our office Manager and Director Lisa Wyllie, helps us maintain
an organized and efficient office. A key part of our friendly environment, Lisa provides excellent
customer service to our clients and Advisors.
A people person, Lisa enjoys building lasting relationships while helping people
accomplish their goals. She makes it a priority to ensure that everyone around her feels valued by
taking the time to understand their needs and clearly communicate with them.
Lisa's financial services roots run deep - her grandfather, Leroy Steinbeck, was Vice
President of the Life Insurance Company of North America and wrote the first primer on Life
Insurance for the American College. She entered the industry in 2001 with Roster Financial, a
financial marketing organization, where she handled contracting for producers. She left two-anda-half years later to be a stay-at-home mom before returning to Roster part-time in 2011, where
she was awarded an Excellence in Operations award in 2015. Roster merged with GamePlan
Financial Marketing in 2016, and Lisa worked with GamePlan (now TruChoice Financial), until
starting with Atrium Financial’s group of Advisors in late 2017, where she and Scott met.
Hitting it off, the duo decided to take the business partnership they had fostered and
expand their talents under their own roof, as United Financial Solutions in 2023.
Lisa resides in Glassboro, NJ with her husband Lance and their three sons. Nicknamed
"Lee," she originally got the moniker from her dad, who gave her about 10 nicknames as a kid, but
Lee was the one that stuck. Lisa is kept busy by her three boys - four if you include Lance - and
loves watching the younger three play sports. She loves to cook, clean and organize things, and
is a complete believer that your surroundings are a reflection of your state of mind. Lisa attended
both Gloucester County Institute of Technology and Gloucester County College (now Rowan
College at Gloucester County) where she studied Applied Health. She has also spent time as a
certified personal trainer and aerobics instructor.
*Lisa is not registered with Cambridge Investment Research
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.