Our Team
Lisa Vinson
Administrative Assistant
Lisa is the first face you see and the first voice you hear at Galecki Financial Management. Lisa works at our front desk, greeting and welcoming clients as they enter our office. Lisa answers our telephones, directing clients to the correct team member. On top of those duties, Lisa handles the myriad of items we throw her way on a daily basis – helping to make sure our office runs smoothly each day.
Lisa joined our team in 2016, bringing with her 13 years of experience working in the financial industry.
On the personal side, Lisa is an avid dog lover and enjoys the lake life. She also enjoys Indiana basketball, listening to Frank Sinatra, reading and writing poetry.
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Optimizing Your Finances With a Fee-Only Financial Advisor
By The Galecki Financial Management Team Trying to navigate the complicated world of personal finance on your own can be overwhelming. Many individuals turn to financial advisors for help in making wise financial decisions. Advisors can provide the guidance and...
VIDEO: Why We’re Grateful For Our Clients
Our team at Galecki Financial Management is incredibly grateful for our amazing clients! Watch this quick video in which we share why we love working with you.
Financial Sense: Q4 2024 Newsletter
As we turn toward the end of 2024, our team breaks down what you need to know about the financial markets through Q3.
Medicare Planning: Navigating Your Financial Future
By The Galecki Financial Management Team Medicare planning is a crucial component of the retirement journey. However, navigating the complexities of Medicare can be overwhelming, especially given the wide range of plans and options available. Understanding nuances and...
Refer a Friend or Family Member to Our Fee-Only Advisor Firm
By The Galecki Financial Management Team Our mission at Galecki Financial Management is to help people in Fort Wayne, Northeast Indiana, and across the nation pursue their financial goals. We provide personalized financial planning services as a Fee-Only advisor,...
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