WHAT she does for our clients
Lisa helps clients understand their financial picture so they can identify and achieve their dreams. She communicates in a way that clients feel empowered to take the right steps. Lisa brings an energy and unbridled determination to find the right solutions for our clients.
WHEN she started
Lisa spent her early career at Ernst & Young and then, after raising her children, returned to the financial industry. Prior to joining BPP, Lisa led the Financial Planning departments at both Hennion & Walsh and MassMutual TriState.
WHERE she went to school and what degrees she has
Lisa is a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). She has her Series 7, 66 and 24 licenses as well as Life and Health Insurance licenses. Lisa earned her Bachelor of Science degree from the University of Vermont and a Master's of Business Administration from Rutgers University in New Brunswick, NJ.
WHY she does what she does
Lisa enjoys helping people make great financial decisions. So many people can be confused or overwhelmed by the jargon and complexity of the financial world, and she enjoys bringing sense and order to this part of our clients’ lives.
FUN FACT
In Lisa’s spare time, she might be found with a sledge hammer, shovel or drill. Having renovated six homes, Lisa is no stranger to home projects. She loves to ski, read, play pickleball and spend time at the gym. Lisa has a daughter and two sons.