Lisa Lockett

As a Client Service Manager on the Finerty Retirement Team, Lisa Lockett primarily works with group retirement plan businesses. In this role, she is responsible for assisting plan advisors on client reviews, as well as providing clients and plan participants with world class service.

Prior to joining Moneta in August of 2021, Lisa worked for a small Third-Party Administrator for ten years.

Lisa holds a “Qualified 401(k) Administrator (QKA®)” designation through the American Society of Pension Professionals & Actuaries (ASPPA). She also has a B.S. in Management.