Lisa Kelly joined Advocacy Trust in March 2024, bringing specialized experience in administering special needs trusts and settlement preservation trusts. She graduated from Cleveland State University with a Bachelor of Arts in dramatic arts. Lisa holds the Chartered Special Needs Consultant (ChSNC) certification from the American College of Financial Services.

Before joining Advocacy Trust, Lisa spent 16 years as an opera stage manager and events manager before making a career change during the pandemic. She then served as a Trust Officer at Capital First Trust Company. There, her role focused on the administration and relationship management of SNTs, SPTs, and various other settlement and traditional trust accounts, including living trusts, guardianships, and conservatorship accounts. 

Lisa is passionate about animals, art, and conservation issues. In her free time, she enjoys traveling, hiking, photography, playing tennis, and trying new restaurants.