Lisa brings 17 years of experience to BLBB Advisors from the Gwynedd Company where she served as a senior account manager. Lisa has extensive 401(k) plan knowledge, including daily processing of 401(k) plans, record keeping, and Discrimination Testing (ADP/ACP). 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 competitively running. She regularly participates in local races, and has completed two Broad Street Runs in May 2018 and 2019. She is married to her husband, Dave, of 27 years and has two grown children.