Broker Check
Lisa Szalankiewicz

Lisa Szalankiewicz

Senior Financial Advisor

Lisa has an extensive background in Accounting and Finance, with over 19 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.

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
  • Sacred Heart Religious Education Program
  • Member of the Kosciuszko Foundation