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13358 Manchester Road
Suite 200
Des Peres, MO 63131

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Cornerstone Wealth Management

(314) 394-1670

 
Lisa R. Kopis, CDFA® & MBA

Lisa R. Kopis, CDFA® & MBA

1 South Church Street, Suite 202
Belleville, IL 62220

Lisa Kopis knows first-hand the importance of understanding your personal financial situation. After losing her father at a young age, she saw her mother struggle with financial decisions because she wasn’t familiar with the family’s finances. Lisa’s personal experience motivated her to pursue a career in finance, and today she helps people – especially women – discover clarity and confidence about their financial future.

Lisa is passionate about simplifying the complicated to empower clients to make informed money decisions. Her goal is to educate clients, so they understand how their financial plan can support their objectives. She enjoys building relationships with clients, serving as their trusted partner who helps design a comprehensive strategy for pursuing their goals.

As a Certified Divorce Financial Analyst®, Lisa has extensive training related to the financial matters and implications that arise during divorce. She helps both her client and the divorce attorney understand how the financial decisions made today will impact the client’s financial future.

Before joining Cornerstone Wealth Management in 2017, Lisa spent seven years as a financial advisor for a national brokerage firm. She previously worked in banking, trust and estate administration, and benefits administration. Her passion for education also led Lisa to serve as an instructor at a local college.

Lisa holds an MBA with an emphasis in finance and accounting from the University of Illinois-Champaign Urbana. She earned her bachelor’s degree in business administration with an emphasis in accounting and finance from the University of Illinois-Springfield.

Lisa has lived in Missouri, Illinois and Louisiana, and currently lives in Belleville, Illinois. She has two grown sons, Austin and Levi. Lisa and her husband, Jeff, enjoy supporting local charities, as well as hiking, cycling, boating and cooking.