Broker Check
Lisa De La Rosa

Lisa De La Rosa

Operations Manager

Client Services

  • Customer Service
  • Operational Support
  • Client Satisfaction & Retention

Education & Certifications

  • Business Administration, Robert Morris College, 1989
  • FINRA Series 7 & 63 registrations with LPL Financial
  • American Society of Administrative Professionals, Registered Member

Secret to Success: “I am only one, but I am one. I cannot do everything, but I can do something.”
— Edward Everett Hale

Lisa has been a part of the Scheffel Financial Services team since 2002. She has over 30 years of customer service experience, including many years working in the banking industry, financial services, and operations support. As Operations Manager at Scheffel Financial Services, her responsibilities include client relations, continuing eduction programs for the staff, and research support, among others. She is a valuable tool in the strategic relationship between Scheffel Boyle CPAs and Scheffel Financial Services, serving as a liaison between the two for client service and a resource for financial research. 

Lisa grew up in Cahokia, Illinois, and currently lives in nearby Collinsville with her husband, Steve. She has two sons and three grandchildren. Lisa enjoys nature photography, hiking, exploring the local wine trails, and spending a nice day on the local lake with family and friends. Her retirement dream is to live on St. Simons Island in Georgia and relax for a living.

Lisa’s favorite part of her job is working with the clients of Scheffel Financial Services and providing a level of care and support that helps in making a positive impact to their overall experience at the firm.

Community Involvement, Past & Present

  • Edwardsville/Glen Carbon Chamber of Commerce, Member
  • Metro Community Church, Volunteer
  • Good Samaritan House, Volunteer
  • Community Hope Center, Volunteer
  • Boy Scouts of America, Treasurer
  • Habitat for Humanity, Volunteer