Lisa has an extensive background in Accounting and Finance, with over 21 years of providing advisory and investment services to individuals, businesses, and non-profit organizations. Her client relationships are built on a sincere concern to provide customized solutions and ongoing service to assist clients in reaching their goals. She is most appreciative and proud that such dedication has resulted in her serving many families and businesses over multiple generations.
Lisa has volunteered at various women's groups, civic organizations, and pet therapy programs. She is a strong supporter of cancer research, veteran's programs, child sponsorship, pet charities, pet adoption, and the theater.
Most of all, Lisa enjoys spending time with family, friends, and her rescue dog.
Education:
- St. Peter's University - BS in Accounting and Economics
- Fairleigh Dickinson University - MBA in Corporate Finance
Licenses:
- Series 7, 66
- Life/Health Insurance
- Chartered Retirement Planning Specialist designation from the College for Financial Planning.
Community Involvement:
- Kentucky Colonels
- Member of the Kosciuszko Foundation