Cfp® Lisa L. Castle Crcm

Lisa L. Castle, CFP®, CRCM has a diverse work experience spanning over two decades. Lisa L. currently holds the position of Assistant Compliance Officer at Horizon Bank, a role they started in January 2022. Prior to this, Lisa worked at Stephenson & Company, PC as part of the Operations team, from August 2021 to January 2022.

Lisa's previous experience includes roles at Huron Community Bank and Isabella Bank. At Huron Community Bank, they served as the Commercial Loan Operations Manager from April 2021 to August 2021, and before that, they were the Loan Review and Imaging Coordinator from June 2019 to April 2021. At Isabella Bank, Lisa worked as a Compliance Analyst from October 2015 to June 2019. Lisa L.'sresponsibilities included assisting with compliance management systems, data analysis, and coordinating regulatory examinations.

Lisa's career also includes an extensive tenure at RFM Group, where they held multiple roles. From October 2006 to September 2015, they served as the Operations Manager and CFP® for RFM Financial Solutions, administering daily operations and handling regulatory filings. Prior to this, they were the Firm Administrator from August 2000 to October 2006.

Lisa began their professional journey at Central Michigan University in January 1997, where they provided administrative support for recruitment activities until August 2000.

Overall, Lisa L. Castle, CFP®, CRCM has gained a wealth of experience in compliance, operations, and management roles throughout their career.

Lisa L. Castle, CFP®, CRCM, has an extensive education history. Lisa L. obtained a Bachelor's degree in Business Administration from Northwood University, where they studied from 1995 to 2004. Later, they pursued further education in Personal Financial Planning at Davenport University, earning a second Bachelor's degree between 2008 and 2010.

In addition to their academic achievements, Lisa holds several certifications. Lisa L. obtained the Certified Regulatory Compliance Manager certification from the American Bankers Association in November 2018. Furthermore, they obtained the Certified Community Bankers Compliance Officer certification from ICBA in June 2017. Lisa L.'searlier certification, the Certified Financial Planner (CFP), was awarded by the CFP Board in October 2012.

Considering their educational background and certifications, Lisa L. Castle is well-equipped to excel in the field of personal financial planning and regulatory compliance.