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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 joined Cornerstone Wealth Management in 2017, bringing over 30 years of Financial Services experience to include Banking, Trust and Estate Administration, Third-Party 401k Administration, Tax Preparation, Financial Education, and the most recent 7 years as a Financial Advisor with Edward Jones.

Simple explanations for complex strategies is a passion for Lisa. She combines her experience, education and love for teaching to provide her clients with appropriate strategies to help pursue their goals, but more importantly the ability to understand the strategies.

Growing up in the St. Louis metropolitan area, Lisa has earned a Master’s Degree in Business Administration, with emphasis in Finance and Accounting, from the University of Illinois-Champaign. In addition to holding Series 7 securities registrations through LPL Financial, a Series 66 through Cornerstone Wealth Management and LPL Financial, she is also life and long-term care insurance licensed in Illinois and Missouri.

Lisa has two sons, Austin and Levi. She is married to Jeff Kopis and together they have one rescue dog, and two rescue cats that now own the title of “spoiled pets.” Lisa and Jeff support the Belleville Area Humane Society, and other local charities. They love to bike, hike, boat, and travel.