Lisa loves working with people and her passion is to help clients work towards their most important financial goals. She is dedicated to providing excellent client service and detailed accuracy when working with people. Given her life experience, Lisa looks at a client's big picture without neglecting the smaller details.
WHAT MAKES HER KNOWLEDGEABLE:
Lisa has been working in the financial industry for over 11 years. Most recently, she spent close to 5 years with Reinsurance Group of America, a Fortune 500 Reinsurance company. She earned her MBA, graduating with honors, and holds her Series 7 & 66 through LPL Financial.
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 COVID 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 over a dozen half marathons.