For over 30 years, I have worked closely with a variety of clients to develop a deep understanding of what is most important to them. I truly enjoy learning about their families, businesses and goals for the future. I am personally fulfilled when I provide clients with a plan to help them achieve those goals or when I am simply able to help someone feel more confident about their finances.

I attended Providence College where I earned a Bachelor of Science as a Finance Major with a concentration in Public Administration. While in school, I participated in both an internship at the State of Rhode Island’s Office of the General Treasurer and a shadow program at the U.S. Department of Treasury, Washington, D.C. Although I enjoyed working in the public finance arena, I realized my calling was to work with individuals. After graduating, I became an independent financial advisor - now, my lifelong career.

With an ever-changing financial landscape, it was important to me to show my commitment to my clients by earning my CERTIFIED FINANCIAL PLANNER™ certification. As a CFP® professional, I take a holistic, personalized approach to bring all the pieces of your financial life together, and I have made a commitment to act as a fiduciary when providing financial advice. I am continually seeking education to provide me with fresh perspectives and analysis to help me better serve my clients.

As a Registered Principal, I supervise and facilitate a network of other advisors across the east coast of the United States. We share our experiences and benefit from each other's knowledge. Our team approach adds perspective to all we do and provides increased value to our clients. Collectively, we serve clients in 46 states. 

When I am not working, I spend time with my husband, Steve. Together, we spent much of the last 30 years raising our two children and happily volunteering for various community, school and sports organizations. We now equally enjoy traveling to explore new places and spending quiet time at home.

I graduated cum laude from the University of Scranton in 2020 with dual degrees in Biology and Philosophy, and as a member of the SJLA Honors Program.  After a year of service work in the Alumni Service Corps at  Scranton Preparatory School, I was introduced to financial advising and found my calling.

During the past two years, I have passed the Series 7 and Series 66 professional licensing exams while working as a Registered Assistant. I also completed a 6-month long educational program, APEG Financial Planning Jump Start, during this time. As a fully licensed financial advisor, I am eager to help you reach your financial dreams.

After spending the day planning for the future with clients, I gravitate toward the past - historical books, movies, museums, etc., are my favorite! I enjoy being outdoors as much as possible, though. If I'm not outside, I might be cheering on my favorite sports teams - the Phillies, the Fighting Irish, and the U.S. Women's National Soccer Team.

I graduated from Cornell University in 2018 with a degree in Human Biology, Health, and Society and a minor in Business. After a few years pursuing a career in clinical medicine, I decided to change career paths and follow in Lisa's footsteps. I have been assisting in the office since 2019 and am excited to join the business full-time.