Wealth Team > Lisa Boehm

Lisa Boehm is an assistant with Choice Wealth (CW). Prior to working in our office, she worked for Investment Centers of American until the end of 2017. She has over 24 years of experience in the financial services industry.

Lisa wears many hats in the office and is always willing to help where needed. Her primary duties include preparing client reports, generating paperwork and assisting clients with any questions they may have.

Lisa is a Bismarck native and attended St. Mary’s Central High School. She is married to Scott and they have 2 children – Kennedie, 25, and Keaton, 21.  She enjoys time spent with friends and family, reading and weekends at their cabin on Lake Tschida.