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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Why I Became a Financial Advisor (Video)
We are so honored to have our very own Andy Young, be recognized as one of the Forty under 40. Hear his story about why he chose to become a financial advisor with Galecki Financial Management.
Financial Sense: Q2 2024 Newsletter
Meet our new team members and get an overview of the economic outlook for Q2.
What Is a Backdoor Roth IRA? (And Why it Might Benefit High-Income Earners)
By The Galecki Financial Management Team Anyone who asks the question “What is a backdoor Roth IRA?” usually gets an answer that sparks additional questions about how it works and why it’s so beneficial. In this concise article, we provide a simple definition, a...
529 Plans vs. Other Education Savings Vehicles: Making the Right Choice for You
By The Galecki Financial Management Team Education savings vehicles are great ways to begin saving for your child or grandchild’s education. With recent updates from Congress, education savings vehicles arguably deserve a higher exposure in your overall financial...
Financial Sense: Q1 2024 Newsletter
As we begin 2024, our team breaks down what you need to know about the financial markets through Q1.
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