Lisa is originally from Bucks County, PA, and worked in corporate finance after completing her MBA at Cornell University. After several years, Lisa left the corporate world to pursue her passion, helping individuals and families achieve their financial goals. Before establishing her wealth advisory firm, Lisa worked in various wealth management settings, including a regional broker-dealer, a national wirehouse, and an independent registered investment advisor.
Lisa holds a BS in Biology from Bucknell University and an MBA from Cornell's SC Johnson Graduate School of Management. She also holds her CFP® designation and has passed Level 1 of the CFA exam.
Lisa holds or has held Board positions for the Program for Women and Families, the Northampton County SPCA, the Women's Leadership Council of the United Way, and the Southern Lehigh Chamber. She is also Vice President of her local Cornell Club and served for several years on the St. Luke’s Hospital Ball Committee.
Lisa is honored to be a Bucknell University Bertram Society Member as well as a member of Penn Medicine's Medical Legacy Circle.
Lisa lives in Apollo Beach, Florida, with her husband, Rod, and their two pugs. Lisa enjoys reading and striving to lead a healthy lifestyle, and she and Rod enjoy travel, music, and investing in real estate.