Lisa brings 17 years of experience to BLBB Advisors, with her most recent assignment with the Gwynedd Company where she served as a Retirement Plan Service Coordinator. Lisa has extensive 401(k) plan knowledge, including daily processing of 401(k) plans, record keeping, compliance testing (ADP/ACP) and plan design. Lisa has also worked in various positions in Human Resources Departments, primarily with an emphasis in Employee Benefits. She attends regular ASPPA (American Society of Pension Professionals & Actuaries) meetings and seminars to keep abreast of regulation changes and updates.
In her spare time, Lisa enjoys competitive running. She regularly participates in local races, and has completed three Broad Street Runs, although 2020 was virtual. In the summer of 2020, she participated in the AC Sprint Triathlon.
She is married to her husband, Dave, of 27 years and has two grown children.