Lisa Menckhoff
Financial Advisor|J.D., CRCP®, RICP®, CFP®
Get to know my dedicated team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Veronica Khek
Director of Marketing and Client Experience
Very excited to introduce my new Director of Marketing and Client Experience, Veronica Khek. Veronica immigrated to Bethesda, MD from Santa Cruz, Bolivia a few months before COVID hit with her husband and three daughters. Holding family and community as deeply important, Veronica has spent the past couple of years helping her daughters successfully transition to school in a new language, getting to know her local family and growing her US village. Veronica has an extensive background in project management and planning that she will use to help us reach and serve even more. Veronica Khek David #strongertogether #growth #future #entrepreneurship #careers