Kassia Lisac

As Client Service Manager for OneDigital’s Portland and Medford offices, Kassia works closely with advisors to ensure clients receive exceptional care and support following the acquisition of ASI Wealth Management (ASI) by OneDigital in June 2024. With five years of experience in the financial services industry, including roles as Client Services Associate at Stifel Financial Corporation and Director of Operations at Ameriprise Financial Services, she has developed a strong foundation in client relationship management and financial education. Kassia’s background and dedication make her an invaluable part of the OneDigital team, helping ensure that clients receive the highest level of service.

Kassia’s background in hospitality, including roles as Executive Assistant, VIP Hostess and Promotion Manager in Las Vegas, NV complements her current role by emphasizing personalized service and attention to client needs. She holds an Associate Degree in Business from the College of Southern Nevada and certifications in tax preparation.

Outside of work, Kassia serves as secretary for her children’s competitive cheer team and volunteers at the PCC Legal Resource Center’s Clear Clinic. In her free time, she enjoys teaching yoga and hosting friends and family.