Meet your financial specialists.

Lisa Lipton

Community Outreach & Development Manager for Personal Bookkeeping Services

Lisa focuses on community outreach, prospect intaking and marketing for the personal bookkeeping service line.  Her responsibilities include creating and nurturing relationships with professional partners, providing direction and content for online and print marketing, responding to inquiries and new client onboarding.

Having managed her mother’s healthcare for several years as she struggled with failing health, Lisa understands and appreciates the need for services and resources the personal bookkeeping service line offers. Also, being a busy professional herself, she recognizes that someone such as herself may need extra assistance organizing and managing their daily affairs.  Lisa is excited to combine her professional experience along with her personal empathy to create more awareness about MPB and the critical support its services provide for those who need a helping hand.

Prior to working for My Personal Bookkeeper, which joined forces with SWP in October of 2023, she held a variety of marketing roles in the Chicago-area.

Outside of the office, Lisa enjoys spending time with family and friends, traveling, exercise, all genres of music, and loves to watch and play tennis.


BS in Advertising, University of Illinois, Urbana-Champaign, IL
MS in Integrated Marketing Communications, Northwestern University, Evanston, IL

Leadership & Community

Pilsen Junior Tennis Camp, Marketing Consultant & Assistant Instructor
American Cancer Society, Junior Board Member
Lungevity Foundation, Breathe Deep North Shore

Office Location

Deerfield, IL