• Mary 'Lise' Schumacher

    Operations Manager


Lise’s conscientious and ethical approach to life give her a reputation for being utterly dependable. Practical and down-to-earth, she takes ownership of her commitments and consistently follows them through to completion. With a Bachelor of Business Administration and a Master’s Degree in Finance, her extensive experience in the financial services industry provides her the knowledge necessary to ensure we remain in compliance with regulatory guidelines.


  • Series 66 Uniform Combined State Law
  • MA in Finance from University of Iowa
  • BBA in Finance from University of Iowa

Industry Experience:

  • Operations Manager; UBS
  • Administrative Manager; Piper Jaffray
  • Bank Controller; Mercantile Bank
  • Bank Liquidity Analyst; First Federal Savings and Loan


At the age of fourteen, Lise worked at the Savings and Loan her grandfather founded. She began in the mail room and worked her way to Controller after they merged with Mercantile Bank. Under the tutelage of her father, she developed the philosophy that no person is too important to complete even the smallest of tasks.

Lise has two adult children and is enjoying life as an empty nester.

"Yes, you can learn to love the people in Compliance."