Investor Success Coordinator
Lisa earned a bachelor’s degree in political science from Bloomsburg University of Pennsylvania. Throughout her professional career, she has always enjoyed helping clients achieve their financial goals, while providing them with an outstanding level of service in order to make them feel important and appreciated. “I love planning events for investors. My favorite thing about working with clients is providing them with a wonderful service experience,” says Lisa. In her spare time, Lisa actively volunteers for a dog rescue group. She also enjoys spending time with her husband and their mastiffs, reading, and finding new places to bike.