Senior Vice President & Relationship Manager
Lisa A. Gostkowski joined South Texas Money Management in April 2011. Ms. Gostkowski brings several years of trust administration and financial services experience to the firm. She provides a broad range of services to the firm’s existing clients and is responsible for providing a premium level of client service by working with clients to address their needs and help them to achieve their financial goals.
Prior to joining STMM, she was a Trust Relationship Manager at USAA and Trust Administration Officer at Frost National Bank, where she acquired over eight years of experience in personal trust and estate administration. Ms. Gostkowski specialized in delivering a high level of client service and trust administration to high net worth clients and building client relationships through the trust department. In addition to her trust administration role, she worked with Frost Investment Advisors developing institutional investment RFPs.
Professionally, Ms. Gostkowski is a member of PAICR, Professional Association for Investment Communication Resources and the Financial Planning Association.
Ms. Gostkowski earned a Bachelor of Arts from Baylor University and a Bachelor of Business Administration from the University of Texas at San Antonio. She has completed the CFP® certification education program at the University of Texas at San Antonio and Cannon Trust School.