REGIONAL VICE PRESIDENT
CERTIFIED FINANCIAL PLANNER™
• Wealth Management & Advisory
• Advanced Financial Planning
• Corporate Finance Counseling
• Insurance and Retirement Solutions
• Income Tax and Estate Planning
Part of the financial industry since 1987.
As a very experienced financial professional with over 28 years of experience in the financial services industry, Lisa oversee’s our financial services activites in the State of New York. The last 18 years she was with one of the Nation’s leading providers of financial counseling for executives, employees and entrepreneurs. In addition to working with individuals, Lisa assists small businesses with initiatives to improve performance, grow revenue and increase service level excellence. Lisa, based in Albany, is a General Securities Registered Representative, holding NASD Series 7 & 63 licenses. She also holds a New York State Life, Accident and Health Insurance Agent’s License. Lisa holds a Master of Business Administration too.