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Lisa Gower

Wealth Management Coordinator

Phone: (989) 264-6636

lgower@dowcreditunion.org

Lisa Gower serves as the Wealth Management Coordinator, where she supports the day-to-day operations of the wealth management program and helps ensure a seamless experience for members seeking financial guidance. In her role, Lisa assists with client communications, appointment coordination, account servicing, and administrative support for financial advisors, helping connect members with the resources and solutions they need to pursue their financial goals.

Lisa brings 26 years of management and sales experience, giving her a strong background in relationship building, organization, and service excellence. Her experience allows her to effectively support both the advisory team and the members they serve.

Outside of work, Lisa enjoys traveling and golfing, especially when she can spend time outdoors and explore new destinations.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered.  The advisors associated with this site are registered in the following states: AZ, CA, CO, DC, FL, IL, IN, KY, MI, MO, NC, OH, OR, PA, SC, TN, TX, and UT.  Please note that not all of the investments and services mentioned are available in every state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Dow Credit Union and the Retirement and Investment Center located at Dow Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Retirement and Investment Center Located at Dow Credit Union, and may also be employees of Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Dow Credit Union or the Retirement and Investment Center Located at Dow Credit Union. Securities and insurance offered through LPL or its affiliates are:

Dow Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

© 2024 Retirement and Investment Center located at Dow Credit Union

LPL Disclosure
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