In working with clients, Lisa employs a skillful and proficient approach to holistic wealth management, centered on goal setting, clear communication and collaboration. Over the past 30 years she has worked as a portfolio manager, research analyst and trader; and in her capacity as a CERTIFIED FINANCIAL PLANNER®, Lisa is committed to comprehensive planning as the backbone for successful wealth management. She prides herself on being a good listener, caring, thoughtful and dependable in her relationships, both professional and personal.
Professional Credentials
Certified Financial Planner, CFP®
Education
Elizabethtown College, BS, Business Administration and Management, Finance
Drexel University, LeBow College of Business, MBA, Investment Management
Personal
Lisa lives in Maple Glen with her husband and their three children. Over the years, she has been an active member in the Upper Dublin community as a coach, board member and mentor.
