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Lisa Szalankiewicz

Lisa has an extensive background in Accounting and Finance, with over 15 years of providing advisory and investment services to individuals, businesses, and non-profit organizations.  

Lisa has volunteered at various women's groups, civic organizations, and pet therapy programs. She also currently teaches religious education to young teens. Lisa is a strong supporter of cancer research, veterans programs, pet adoption and the theater.

Most of all, Lisa enjoys spending time with family, friends, and her rescue dog.


  • St. Peter's University - BS in Accounting and Economics 
  • Fairleigh Dickinson University - MBA in Corporate Finance


  • Series 7, 66
  • Life/Health Insurance
  • Chartered Retirement Planning Specialist designation from the College for Financial Planning.

Community Involvement: 

  • Kentucky Colonels
  • Do Good House Student Support Group
  • Sacred Heart Religious Education Program