Financial Advisor
Lisa Greely entered the financial services field in 1991 after more than 5 years of working in a large corporate finance department. She joined Amiot Financial Group, an independent financial services company that was founded by her father, Darrel Amiot. When asked why she joined the team at Amiot Financial, Lisa said, "I wanted to pursue this industry for a better opportunity in career growth along with having balance and flexibility with my family".
That growth came quickly as Amiot Financial Group has experienced tremendous success. "What makes this company a success is that we develop a relationship with the clients so that they are more like family members to us. We give them the respect that they deserve and have their best interest in mind at all times. There are not too many businesses that have this philosophy as their practice."
As the company continued to grow it became clear to Lisa and the team that they needed to offer tax planning support which goes hand in hand with the financial services business. In 1993, Amiot Tax Service was started and later became A & G Tax Service, LLC., a partnership that now includes her father in law, Larry Greely, CPA. Lisa now prepares several hundred tax returns each year.
In 1999, Lisa obtained both her Insurance and Securities licenses. She offers investment and insurance products to clients as a registered representative of QA3 Financial Corp., Member FINRA/SIPC. "A benefit of being independent is that I can offer a bigger "menu" of products that are suitable for our clients and their needs." In addition, Lisa is an investment advisor representative with QA3 Financial, LLC, a SEC Registered Investment Advisory Firm.
In addition to her work life, Lisa actively participates in her church and community. Some of her interests include scrapbooking, decorating, gardening, and antique shopping. Lisa and her husband, Troy, are raising their 3 children in Bloomington, Minnesota.