Lisa Wickersham Operations Manager | Diamond State Financial Group

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Lisa Wickersham

Operations Manager

Lisa Wickersham is the Operations Manager at Diamond State Financial Group. Lisa’s role manages operation processes of the Client Service Team including the New Business department and Service department. She provides guidance through experience and system improvements as her teams maximize productivity and support to the financial professionals and their clients. Before coming to Diamond State Financial Group, she worked as a director and personal trainer at the YMCA of Delaware for 8+ years.

Lisa Wickersham Manager | Client Service Team

Education

Lisa has a Bachelor of Science degree from the University of Delaware and a Master of Business Administration with a concentration in Organizational Leadership from Wilmington University.

Community

Lisa volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. She is committed to our community through fundraisers, outreach and support to make a lasting difference.

Personal

Lisa was born and raised in Delaware and still resides there today. She loves quality time spent with her husband and daughter. In her spare time Lisa enjoys cooking, running, traveling, and doing activities with family and friends.