Lisa loves working with people and her passion is to help clients work towards their most important financial goals. Given her life experience, she looks at a client's big picture without neglecting the smaller details. She takes pride in offering a concierge service that goes beyond the norm, such as providing her text number for clients to reach her directly and she aims to ensure that each client feels supported, heard, and valued every step of the way when working with her.
WHAT MAKES HER KNOWLEDGEABLE:
Lisa has been working in the financial industry for over 11 years. She earned her MBA, graduating with honors, and holds her Series 7 & 66 through LPL Financial in addition to her Life and Health Insurance licenses. She currently serves on the Wildwood YMCA Board of Directors.
GETTING TO KNOW HER:
Lisa’s greatest joy is spending time with her three children and husband Bill. Her grandfather influenced her passion for saving and serving others, and she continues his legacy. She has started a garden and created a Halloween candy donation program called Sweets for Soldiers at her children's school. Being an avid runner, she has also served as a coach for Girls on the Run as well as completed ten half marathons.
