Lisa Wagner is pictured here holding her Advocate Capital, Inc. 10th Anniversary Award. Lisa began her career at Advocate as a Field Examiner in February of 2004. Since then she has held various positions including Manager of Program Compliance, Director of Client Services and her current role, Senior Vice President of Client Services.
Lisa is from North Carolina, where she obtained her Bachelor of Science Degree in Accounting from North Carolina State University and her North Carolina CPA certification. Prior to joining Advocate, Lisa’s career included various accounting positions including roles as both Business Manager and CFO of two different law firms.
Lisa now lives in Dallas, TX and travels nationwide to provide training and consulting services to client and prospect law firms on behalf of Advocate.
Congratulations, Lisa! You do wonderful work and we hope you will be a part of the Advocate Capital team for many more years!
President and Chief Executive Officer