Lisa is passionate about creating meaningful connections. In her role, she leads efforts to enhance client satisfaction and loyalty through proactive engagement and exceptional customer support. Lisa also identifies growth opportunities, helping ensure the firm thrives and delivers unparalleled value to its clients.

Before transitioning to financial services, Lisa owned and operated a successful design-build firm specializing in custom kitchens and baths. Her unique blend of creativity, strategic thinking and genuine care ensures every client feels supported and valued. She believes in empowering individuals to help achieve their goals while fostering a sense of partnership and understanding.

A Pennsylvania College of Art & Design graduate, Lisa’s educational background reflects her creative foundation and commitment to excellence. Her passion for building lasting relationships with both clients and colleagues is what she values most about her work at the firm.

Outside the office, Lisa enjoys hiking, gardening, observing nature and spending quality time with friends. She loves entertaining and cooking, often blending her creative flair with her love for bringing people together.