With 30 years of experience in the financial service industry, Lisa has crafted her role to provide an exceptional client experience and an integrated suite of services to affluent families.  She oversees all operations and administration of client accounts. Lisa's passion to assist her clients has awarded her Support Partner of the Year 2017.  Lisa holds FINRA Series 7, 63 and 66 securities licenses as well as life insurance license.

Registered States:
FL, IL, IN